Ambassador Advisors

As a team of financial advisors and retirement and estate planners, we anchor our services in a Christian worldview serving individuals, families, nonprofits, and small enterprises. Our seasoned professionals, based in Naples, FL, possess comprehensive knowledge of the financial planning life cycle, offering a broad range of services including asset management, investment planning, and legacy planning. In our commitment to foster success, we also collaborate with nonprofit organizations to enhance their planned giving programs. We also guide businesses through the complexities of succession planning, ensuring they offer competitive employee benefits such as retirement plans.