Pursue what matters most

Confidence for today, tomorrow and generations to come

FFG No CR

With over 35 years of experience, Flint Financial Group is a multigenerational team of Financial Advisors focused on the specific needs of retirees, business owners and each generation of their families. We offer the advantages that come from decades of insight and knowledge, the ability to navigate financial complexity with ease, relationships that last for generations and a genuine commitment to serve others. We are located at the Fort Myers UBS branch, but proudly serve clients and families all over the nation.

Flint Financial Group offers you:

  • Family team dedicated to you for the long term
  • Access to the extensive global resources of UBS
  • Wisdom and insight that come from decades of experience
  • Core values that extend from a faith commitment

All of our professional relationships are personal to us. Each starts with trust, and over time becomes a longstanding mutual commitment that lasts for decades.

- Flint Financial Group

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report
Business Owner in entryway

Advice for business owners & entrepreneurs

Family on back porch

Wealth transfer across generations

A leader in wealth management

Backed by the strength of our parent company, UBS AG

More than 160 years

offering financial advice

Global leader

UBS is a leading and truly global wealth manager

Insights

The proof is in our numbers

115

Collective years of experience

36

Years in business as a team

3

Advisors on the team


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