We are Southwest Florida financial advisors offering financial planning and wealth management services in Naples and Fort Myers. We are a comprehensive financial planning firm that creates custom financial plans that will give you confidence and peace of mind. Your financial advisor will represent you as a fiduciary, dedicated to put your best interest first at all times.
We take our time and listen to you, creating a financial plan that addresses your unique concerns, needs, and goals. Our financial planners are fiduciaries, committed to act in your best interest when they provide you financial advice. Watch our commercial to see how we can create a custom plan that will give you financial peace of mind.
We take our time and listen to you, creating a financial plan that addresses your unique concerns, needs, and goals. Our financial planners are fiduciaries, committed to act in your best interest when they provide you financial advice. Watch our commercial to see how we can create a custom plan that will give you financial peace of mind.
Services
Financial planning is about achieving goals and alleviating worries. We create financial plans unique to your needs - whatever stage of life you are in. Our experienced financial planners will take the time to understand your goals. As fiduciaries, we will always represent your best interests and will be honest about our compensation.
We set ourselves apart from other financial planning and wealth management firms in Southwest FL. Here are a few of the reasons why:. We take our time and listen to your unique concerns, needs, goals, and values. Your financial advisor will then create a custom financial plan and ensure that you understand and feel confident in your financial future.
Soren T. Christensen is the Founder and Chief Planning Officer of Advanced Wealth Advisors. Mr. Christensen has decades of experience in the financial planning and wealth management industry and he is a Certified Financial Planner, Certified Investment Management Analyst, and Chartered Financial Consultant professional.
Wealth management is about your life, and your legacy. At Advanced Wealth Advisors, we bring substantial financial planning and wealth management experience and expertise to serve your needs - whether they are simple or complex. You need a comprehensive financial advisor that can combine the most important financial planning areas: investment, retirement, insurance, tax, and estate planning, into one wealth management plan.
Whether you are preparing for or already enjoying retirement, we will help you accomplish your retirement planning goals. Securing and protecting income, growing and preserving assets - these are our specialties. We will work with you to construct a unique retirement plan, offering you peace of mind.
Reviews (11)
Chris Pastel
Feb 11, 2021
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Positive: Professionalism, Responsiveness, Value
I have been in the market for 36 years, and used several investment brokers. I have been with Soren for about one year and he has exceeded my expectations so much that I moved more of my investments to him. I also manage some of my investments and Soren has given me valuable perspective on the investments.
I have been in the market for 36 years, and used several investment brokers. I have been with Soren for about one year and he has exceeded my expectations so much that I moved more of my investments to him. I also manage some of my investments and Soren has given me valuable perspective on the investments.
Michael
Feb 10, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
We spoke with Soren from Advanced Wealth Advisors. He was absolutely wonderful! We had a difficult financial decision to make especially for people with limited knowledge in the area. Soren spoke in very easy terms to understand and was able to give us concrete advice! We are grateful.
We spoke with Soren from Advanced Wealth Advisors. He was absolutely wonderful! We had a difficult financial decision to make especially for people with limited knowledge in the area. Soren spoke in very easy terms to understand and was able to give us concrete advice! We are grateful.
Evan J.
Oct 19, 2020
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After receiving a recommendation from my parents, I was able to set up a call where Soren personally met with me to break down, to the tee, how he could help me in my financial goals. Throughout our call I felt as if Soren was thinking of unique ways he could help me and gave advice that was pertinent to my needs as a young investor. I look forward to working with AWA in the future!
J. P. Bratcher
Aug 15, 2020
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Eileen Daly
Jun 25, 2020
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Soren and Annette are exactly what we were looking for in a financial advisor. Soren is smart, responsive and he has made us feel much more confident with our retirement. Both Soren and Annette are responsive to our questions and objectives. We tried retirement on our own for 3 years and we thought we were doing ok. AWA surpassed our results in the first year. We definitely recommend them!
Jesse M.
Dec 19, 2019
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After I received a sizeable inheritance, I found myself woefully unprepared to deal with it properly. Admittedly, it's a good problem to have overall, but it can be overwhelming. The one thing I knew was to make sure whomever I chose do deal with was a fiduciary, not just a financial advisor, as there's a legal obligation for them to operate in your best interest. My boss sent me to AWA where I met with Soren; he walked me through my new financial existence and came up with a couple strategies to maximize my time in the sun. He had some really good ideas and now I'm much less nervous
Jennifer Trammell
Dec 11, 2019
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Working with Soren Christensen has been key to feeling like I have control of my finances and that I am laying a strong foundation for the future. I highly recommend AWA. As a financial advisor, Soren takes the time to understand your personal situation and your life goals--then helps you build a plan to ensure your finances support that. No question is too small, and he really takes the time to understand what's most important to you. Thank you!!
Martin N.
Nov 28, 2019
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Courtney Strong
Nov 11, 2019
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Lori Williams
Oct 12, 2019
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Katelyn Cassio
Sep 07, 2019
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Soren is not just a financial planner, he is your advocate for a better life! Soren truly understands the unique difficulties that women face when it comes to financials, especially if they are recent widows or divorcees. He not only works for you but he works WITH you so you understand every aspect of what is going on in your financial portfolio. I cannot recommend Soren highly enough!!!
