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A d v i s o r y  S e r v i c e s

Our team of professionals are industry qualified and capable of delivering solutions to meet your needs. The well-being and satisfaction of our

clients is our only barometer of success.   

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Consulting & Advice

Your own financial expert

Dolence & Means Advisors serves individuals and businesses throughout Southwest Florida. Started by Martin E. Dolence, as Dolence Advisors forty-five years ago, the company is now headed by Courtney B. Means, CPA


We pride ourselves in providing our clients friendly personal tax service, CPA excellence, and savvy financial advice.

  • Business foundation services

    • Entity selection

    • Business owner education

    • Retirement planning

    • Technology advice

  • Business management services

    • Budgeting

    • Strategic planning

    • Financial planning

    • Operations support

  • Tax planning services

    • Revenue planning

    • Deduction planning

    • Tax savings strategies

  • Succession planning services

    • Business valuation

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