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Zhang Financial in Naples, FL is a comprehensive fee-only wealth management group. Our services include financial planning, estate planning, investment management, and risk management. We employ financial advisors who are nationally recognized in publications such as Barron's, Worth, and Financial Times. Our client's assets are held by a third-party custodian such as LPL, the largest independent broker dealer in the industry, or TD Ameritrade, an industry leader in technology and client service. We are also registered with the National Association of Personal Financial Advisors (NAPFA).

Aviance Capital Partners is a financial planning and investment advisory firm located in Naples, Florida. The firm offers a wide range of services to its clients, including investment advisory services, financial planning consultations, retirement planning, and special needs planning. The firm has a team of experienced professionals who are dedicated to helping their clients achieve their financial goals. Aviance Capital Partners offers a personalized approach to financial planning. The firm works with its clients to understand their individual needs and goals. The firm then develops a customized financial plan that is designed to help clients achieve their goals.