CUBIC Advisors, LLC is an independent, asset-based, fee-for-service advisory firm with dual offices in Philadelphia and Florida.
CUBIC Advisors is an independent financial advisory firm serving Southwest Florida including North Port and Venice. As fiduciary financial advisors, we are legally and ethically bound to be truly objective with regard to the financial strategies and investments we provide for our clients. Having offices in North Port/Venice, Florida allows us to be more accessible and active in the community than franchise-based financial advisors. We specialize in conducting investment fee audits - evaluating existing portfolios to determine the actual costs of investing.
Our services include retirement planning, investment management, estate planning, income planning, fee auditing and tax planning services to business owners, CEOs, entrepreneurs, executives, families, and individuals in the North Port/Venice Florida area.