# Advantage Wealth Partners

- **Website:** <https://advantagewealthpartners.com>
- **Primary alias:** `advantagewealthpartners.com`

## Description

Advantage Wealth Partners is a founder-led, SEC-registered investment adviser serving individuals and families in Fort Myers, Naples, and across Southwest Florida. Founded by Alfie Tounjian, a CFP® and RFC® with more than four decades of experience, the firm provides private wealth management and financial planning for people preparing for or living in retirement.

Its approach brings six connected disciplines into one plan: retirement income, investments, taxes, legacy, healthcare and protection, and coordination with independent specialists. The firm helps clients develop a retirement income strategy, align investments with their risk tolerance and time horizon, manage lifetime tax costs, coordinate financial decisions with estate documents, and plan for healthcare expenses and unexpected events.

Advantage Wealth Partners also offers client meetings, financial planning portal support, estate planning discussions, and Medicare consultations. Its team includes financial advisers and specialists in investment operations, trading, technology, and client service. Through personal guidance and coordinated planning, the firm aims to help clients make informed decisions and enjoy their wealth with greater clarity and purpose.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/AdvantageWealthPartners)

## Logos & icons

- logo _(primary)_ — PNG, SVG — [download](https://cdn.brandfetch.io/idD4sF6wM8/w/820/h/182/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793245877836)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idD4sF6wM8/w/937/h/937/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793245878410)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Matisse | #1a6d92 | accent |
| Elephant | #0e2c3f | dark |
| Putty | #ead099 | light |

## Fonts

- var(--font-serif) — asset _(custom)_
- var(--font-body) — asset _(custom)_

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_Source: <https://brandfetch.com/advantagewealthpartners.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._