Subscription Based Services
This offering includes exclusive content that will help clients understand their current financial situation, confirm if their personal and professional financial needs are covered, and help them decide what they want their retired life to look like.
Listen to Our Podcasts
We create strategies that are tailored to your needs and goals.
Read Our Monthly Newsletter
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We are committed to helping people and doing the right thing. This works best when the people we work with are open to honest conversation and understand that there will be challenges along the way. We go above and beyond and we’re not your average advisors. Our focus is on being above-average advisors.
Today's economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to benefit from changing conditions. We enjoy helping people put their financial house on a solid foundation for the future.
Meet Breandan Kelly
After spending nearly a decade working for multiple large financial institutions and finding that the most important thing to those institutions was not necessarily the client, Breandan Kelly decided to break away from “The Big Banks” to open the Gladstone Fort Myers branch. Breandan is obsessed with improving client outcomes through enriching client education and understanding client expectations.
Breandan believes the most important thing for a client to understand is “What ya’ got, why ya’ got it, and what it might do.” Breandan believes that pursuing an active risk management strategy is the best way for clients to pursue their goals. In his free time, Breandan enjoys being with wife Dana, and their two young children Sean and Avery. Breandan and family particularly enjoy going to Disney World to unwind.