fiduciary wealth management

Finley Wealth Advisors is a Fee-Only Fiduciary Wealth Management Firm, Purposefully Designed for the Middle-Class Millionaire, With $2 to $20 Million of Wealth, as Big Fish in Our Right-Sized Pond

We meet you as a fiduciary wherever you are in the life cycle of your wealth. We develop unique wealth management strategies to minimize taxes, protect assets, maximize growth, distribute retirement assets, and transfer wealth. Whether you are at the stage of accumulation, preservation, or distribution we will tailor our fee-only fiduciary process to meet your individual wealth management needs because each family is unique.


Estero

10600 Chevrolet Way, Suite 101

Estero, FL 33928

Naples

780 Fifth Avenue S., Suite 200

Naples, FL 34102

Fort Myers

2256 First Street, Suite 140

Fort Myers, FL 33901

Call: 239-267-7500

Email: [email protected]

Fee-Only Fiduciary 2
Fee-Only Fiduciary 3
Fee-Only Fiduciary 4

Award Winning Wealth Advisor Team

Doug Finley my wealth advisor

Douglas Finley, MS, CFP, AEP, CDFA

Fee-Only Wealth Advisor

Doug, after nearly a decade in the financial services industry, founded Finley Wealth Advisors in February of 2006 as a fee-only fiduciary. Above all, his goal was to create a wealth management firm that would eliminate the conflicts of interest inherent in the typical advisor/client relationship. Consequently, the firm is still one of only a handful of Fee-Only Fiduciary firms in Southwest Florida. As a result, he created a firm that is dedicated to putting your interests first above all else. Therefore, the firm is markedly different from the fee-based brokerage firms.


Amber Braatz, MBA, CFP

Fee-Only Wealth Advisor

Amber has a passion for helping people achieve financial and life goals. Therefore, she chose to join Finley Wealth Advisors because of the firm's fee-only fiduciary culture of always putting the client first at all times, in all matters. Moreover, the culture meshed well with her desire to help others accomplish their dream of a financially secure retirement. Specifically, she is driven to provide the highest level of service to others. Furthermore, Amber believes that working in a fee-only fiduciary model is the only way for her to truly align her values with working in the financial services industry.


The Elements of Fiduciary Wealth Management

Tax Planning

  • Tax-Sensitive Asset Location
  • Deferring Gain Recognition
  • Gifting Strategies
  • Tax Bracket Management
  • Roth IRA Conversions
  • Managing Contributions to Traditional or Roth IRAs
  • Gain and Loss Harvesting
  • Tax-sensitive Management of the Retirement Portfolio

Investment Advisory

  • Evidence-Based Investment Strategy
  • Low-Cost Institutional Asset Management 
  • Highly Liquid Investments
  • Globally Diversified Portfolios
  • Strategy Informed by Decades of Research Not the Latest Sales Pitch
  • Decades of Portfolio Management Experience
  • Risk Based Portfolio Development

Wealth Protection

  • Liability Umbrella Insurance
  • Proper Titling of Assets
  • Irrevocable Trusts
  • Family Limited Partnerships (FLPs)
  • Self-Settled Asset Protection Trusts

Charitable Gifting

  • Determine Charitable Intent
  • Evaluate Stratgies to Fund Charitable Intent
  • Qualified Charitable Distributions from IRAs
  • Donor-Advised Funds (DAF)
  • Charitable Trusts
  • Private Foundations

Estate Planning

  • Wills and Trusts
  • Basic Living Trust
  • Bypass with Living Trust
  • Bypass with QTIP with Living Trust
  • Titling of Property
  • Qualified Plan Benefits and IRAs
  • Beneficiaries - Per Capita Vs. Per Stirpes

Financial Planning

  • In-Depth Wealth Planning
  • Best In Class Wealth Planning Tools 
  • Client Portal for Collaboration
  • Every Plan Is Customized to Your Specific Circumstances
  • Simplifies Your Financial Decision Making
  • Organizes Your Financial Affairs
  • Designed Around Your Own Unique Goals

Our Fiduciary Pledge To You

Unquestionably, above all you deserve fiduciary financial advice. Accordingly, we follow a fiduciary standard and are proud to commit to the following five fiduciary principles:

1.

We will always put your best interests first.

2.

We will act with skill, care, diligence, and good professional judgment.

3.

We will not mislead you, We will provide you an open disclosure of all important facts.

4.

We will avoid conflicts of interest.

5.

We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.


"Once you understand the difference an objective fee-only fiduciary advisor makes, the choice could not be more clear."

Douglas Finley, MS, CFP, AEP, CDFA

President, Founder

The Finley Wealth Advice Blog

It's about Helping You Become The Hero Of Your Own Financial Story

Couple reviewing computer

Back to the Investment Basics (Part 3)

In our last piece, we introduced the importance of saving, which is the first of five basics that have served investors well over time. Today, we’ll look at where stock market returns really come from, and why that matters to your investing.

Read More
Couple saving

Back to the Investment Basics (Part 2)

In our last piece, we wrote about how recency bias can damage your investments by causing current crises to loom large, while rewriting your memories of past challenges. Recency tricks us into overpaying during heady times, and bailing at bargain rates, when our confidence fades.

Read More

Please Subscribe To The Finley Wealth Advice Blog

You will occasionally receive information designed to help you become a more informed investor. Our desire is to share the latest research and commentary with you, above all. As a result, you will learn more about Fee-Only Fiduciary Wealth Management and Evidence-based Investing because as a well-informed investor you will be better positioned for the future.

© 2022 Finley Wealth Management, LLC - Naples - Bonita Springs - Fort Myers - Estero

>