The Firm
Advantage Wealth Partners is a founder-led, SEC-registered investment adviser serving investors and families across Southwest Florida from offices in Fort Myers and Naples.
Fort Myers & Naples · Private Wealth Management
Timeless Wealth Strategies for a Prosperous Future
Alfie Tounjian and the team at Advantage Wealth Partners offer tailored financial plans for discerning investors in Naples, Fort Myers, and Southwest Florida.
As heard and seen on
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The Firm
A Founder-Led Fiduciary Practice
The Founder
Its founder, Alfie Tounjian, CFP®, RFC®, has spent more than four decades guiding investors and their families through the planning decisions that shape a retirement.
The Discipline
The planning comes first: income, investments, taxes, legacy and healthcare considered together, under a fiduciary duty to act in your interest.
Our Approach
Five Disciplines, One Plan
Each area informs the others, so decisions are made in concert, not in isolation.
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Income Planning
When to draw from which account, how to time Social Security and pension elections, and how a retirement paycheck is rebuilt.
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Investment Planning
Portfolios matched to your risk tolerance and time horizon, reviewed on a schedule rather than on headlines.
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Tax Planning
Withdrawal order, Roth conversions and charitable giving coordinated with your CPA to help manage lifetime tax cost.
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Legacy Planning
Beneficiary designations, titling and trusts kept in line with your estate documents, in concert with your attorney.
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Healthcare & Protection
Medicare elections, long-term-care exposure and insurance reviewed within the plan, not sold beside it.
Meet the Team
The People Behind the Plan
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Our goal is to help you enjoy the fruits of your wealth without worrying about losing it.
Insights & Media
Saving the Investor
Alfie’s weekly TV and radio show on the markets, new legislation and anything that affects your finances.
Radio
9 AM Saturdays
WFSX 92.5 / WINK 1240 AM
Listen to EpisodesTelevision
11 AM Sundays
Gulf Coast News
Watch Episodes
Available Now
Making Waves in Retirement
Alfie’s book on navigating retirement, from waypoint to waypoint.
Request a copy
Coming Later in 2026
Passport to Prosperity
Alfie’s next book. Join the waitlist and we will send it to you when it is released.
Join the WaitlistRead & Learn
Investor Resources
Alfie’s books, the 2026 Tax Plan Playbook, and the team’s planning guides and written research, gathered in one place.
Browse Investor ResourcesNext Step
Start with a conversation.
About where you are, and where you’d like to be.
Fort Myers 8870 Daniels Pkwy., Fort Myers, FL 33912
Naples 999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108