About Advanced Wealth Advisors
Reviews for Advanced Wealth Advisors
Write a reviewHours
Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed
Advanced Wealth Advisors is a financial advisory firm located in Naples, Florida that specializes in comprehensive financial planning and fiduciary wealth management. Their team of financial planners and wealth managers have expertise in investment, retirement, insurance, tax, and estate planning, helping clients achieve their financial goals. The firm is committed to being a reliable financial partner, always available to assist clients with their planning and management needs. Clients have praised the firm's dedicated and hard-working advisors, who are highly knowledgeable, honest, and make clients feel comfortable. The firm is highly recommended for its diligence, professionalism, and ability to navigate investments and manage finances.
Working with Soren Christensen and Advanced Wealth Advisors was one of the best decisions our family has made. Soren took what felt overwhelming — investments, retirement planning, taxes, insurance, and estate planning — and brought everything together into one clear, thoughtful life plan tailored specifically for us.
Beyond his knowledge and professionalism, what truly stood out was the peace of mind he gave us. He listened carefully, explained things in a way that was easy to understand, and helped us feel organized, confident, and genuinely excited about our future. We now feel like we have a real strategy and a trusted partner guiding our family every step...read full review
Soren is an excellent investment adviser. He is intelligent, informative, responsive and always willing to go the extra mile to provide exceptional financial advise and services. He has successfully guided myself and my wife in our retirement for the past seven years. If you are looking for a loyal, trusted person to help you make sound financial choices, someone you can consider both your adviser and friend, you simply can't go wrong choosing Soren.
Adam has exceeded all our expectation. He is professional, knowledgeable, and has truly taken the time to understand our financial needs and goals. His genuine care and integrity set him apart from other advisors. We feel confident knowing our investments and financial future are in capable hands. I highly recommend Adam and his team for anyone seeking trusted financial guidance.
Randy K and Kristi N