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OBJECTIVE ADVICE FROM A
FINANCIAL PLANNING FIRM
YOU CAN TRUST

“As an independent, fee-only, Registered Investment Advisor, we endeavor to build lasting relationships by always putting our clients’ interests first.”

 —Scott R. Schatzle, CFP® and Founder



THE MUTUAL TRUST ADVISORY GROUP DIFFERENCE

 

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Transparency

Our financial planning and investment management services are delivered in a clear fee structure that includes all that we do for you.

 

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Mutual Alignment

We are committed to making a career out of providing sound advice, not product sales with commissions.

 

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Tax Planning

We understand the tax consequences related to your investments. We provide proactive guidance to help minimize taxes over your lifetime.

 

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Collaborative Planning Process

Through a systematic process, we strive to bring peace of mind from thoughtful planning and execution.

 

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Personal Service, Accessible Advisors

We genuinely care about your financial future and take pride in providing personalized service.


SERVING WITH MEANING IS AT THE HEART OF ALL WE DO

LET'S CHAT

SERVICES

A Consultative and Customized Approach


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Comprehensive Financial
Planning

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Investment Advice

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Retirement Income
Planning


We start with an introductory "Personal Needs Assessment" meeting, designed to allow you to share basic information about yourself and help us to understand your goals and objectives. From there, we move to our "Strategic Planning Phase" where we shape and define a tailored client-advisor relationship based on the scope of the work. We work closely and collaboratively to help educate you and bring clarity on economic and financial concepts. Our customized approach is designed to allow your goals and resources to work together.

YOUR WEALTH MANAGEMENT TEAM

LET'S CHAT

TEAM

Scott R. Schatzle, CFP® Photo

Scott R. Schatzle, CFP®

Founder
Read Bio

SCOTT R. SCHATZLE, CFP®

Founder

Scott R. Schatzle, CERTIFIED FINANCIAL PLANNER™ is the Founder of Mutual Trust Advisory Group and brings over 16 years of financial planning experience to the firm. He has passed the FINRA Series 7, Series 6, and Series 63 exams.

Scott received his Bachelors of Science in Management from Florida International University. He holds the prestigious CERTIFIED FINANCIAL PLANNER™ designation, and currently serves as an instructor for the CFP® educational certificate program at Boston University.  Scott has also served as an instructor for the CFP® educational certificate program through The Center for Leadership and Innovation at Florida Gulf Coast University.

In 2016, Scott was the President of the Financial Planning Association of Southwest Florida. He was elected to serve on the board of the Financial Managers Association at FGCU, and has been a frequent speaker for both the FMA as well as in the classrooms of the Lutgert College of Business (LCOB).

When Scott is not serving clients in the community, he enjoys exercising, fishing, attending church, and spending time with his bride, Kelly, and two daughters, Riley and Caitlin.

Ruth Wendl Photo

Ruth Wendl

Financial Planner
Read Bio

RUTH WENDL

Financial Planner

Ruth Wendl serves as an Financial Planner with Scott R. Schatzle, CFP® for Mutual Trust Advisory Group.

She is a previous business owner holding over 15 years of diverse organizational experience, including various financial roles. Ruth graduated Cum Laude from Florida Gulf Coast University with a Bachelor of Science in Finance in 2014. She has her Series 65 license and is an Investment Advisor Representative.

Ruth is an active member of the Financial Planning Association of Southwest Florida Chapter. When she is not assisting Scott, she enjoys puzzles, nature parks and beaches.

SMART INVESTING BUILT FOR YOU

LET'S CHAT

RESOURCES

Investing based on facts, not feelings


We believe in data and evidence, not gut feelings and hot trends. Our investment strategy is built on empirically-tested concepts, hard facts and academic evidence taken from decades of hard-working scholars and Nobel Prize winning research. We call it evidence-based investing and it’s our commitment to you.

A Foundation Built on Great Ideas

The Value of Advice

 

We use portfolios designed by Dimensional Fund Advisors. Mutual Trust Advisory Group and Dimensional Fund Advisors are independently owned and operated.

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LET’S TALK TO SEE IF WE ARE A GOOD FIT

CONTACT

Solid relationships are built on a foundation of trust, and it’s our responsibility to earn that from you.

 


Estero Office location:

9480 Corkscrew Palms Cir STE 3 Estero, FL 33928

Fort Myers office location:

6830 Porto Fino Circle, Suite 1 Fort Myers, FL 33912

 

Fee-Only Financial Planning Firm serving Estero, Bonita Springs, Fort Myers, and Naples

Phone

(239) 204-4333

Email

scott@mtagrp.com