Our planning process organizes your financial affairs and gives you the knowledge and guidance to make educated financial choices. It's custom-tailored to you, your long term goals, and your values.
How have markets delivered wealth to long-term investors? Nobel-prize-winning academics offer us insights on that, which we apply to our clients' portfolios - allocating and rebalancing them accordingly.
The transition to retirement can be challenging. We will advise you on the most sensible and tax-efficient ways to maximize your retirement income
Tax planning strategies often require comprehensive, year-round attention. We will work with you and your tax professional to find ways to reduce your tax bill and increase your after tax return.
Sustainable investing, Divorce Planning and Widowhood - these are just some of the areas in which we can partner with you, to help you reach your goals.
Creative, strategic and fully integrated with your overall goals, let us help you make the impact you envision.
As a fiduciary compensated directly by our clients with fully disclosed professional fees, honesty is the core of our relationship. We refuse commissions or any other misaligned third-party incentives. We have made a conscious policy decision to limit the number of households our firm will serve. This allows us to focus on all aspects of your financial life in a meaningful way. Our business model is sized to best serve clients with wealth in the range of $1 to $10 million, as big fish in our right-sized pond.
We recommend seeking – no, insisting on – four qualities from any advisor with whom you do business … or to whom you even pay any mind as you make your way through Wall Street’s continuous clamor.
The advice you heed should come from an advisor who is fully committed to
Think twice before you put your future in the hands of an insurance agent, traditional financial advisor, or stockbroker. Their focus is likely on selling you expensive financial products where they benefit more than you. By the way, it is legal and it happens everyday especially with retirees. This has never been, nor will it ever be the case at Finley. As a Tax-Focused Wealth Advisory firm, and a Fee-Only Fiduciary, you can be comfortable in knowing we will always be on your team.
Learn more about these concepts with our guide to finding a fiduciary financial advisor.
10600 Chevrolet Way, Suite 101
Estero, FL 33928
780 Fifth Avenue, Suite 200
Naples, FL 34102
MS, CFP, AEP, CDFA
President / Founder
Mr. Finley founded Finley Wealth Management, a Fee-Only Registered Investment Advisor, with the goal of creating a firm that eliminated the conflicts of interest inherent in the financial planner – advisor/client relationship. The firm specializes in financial planning and investment management for high-net-worth individuals and families.
MBA
Fee-Only Wealth Advisor
Amber joined Finley Wealth Management in early 2018 and completed her certified financial planner education program through Northwestern University. Amber has her Series 65 licensure as a financial advisor and has a passion for helping people achieve financial and life goals. It was a natural transition from healthcare to financial advisor with her career-long emphasis in serving others with goal- driven, individualized care.
Getting to know who you are, not just what you have
Only with thoughtful direction can money help you create a more meaningful life and leave a richer legacy. We thrive on helping others focus on the realization of their dreams. Together we can craft a values-driven solution, to reach your own unique goals. It all starts with one meaningful conversation.
Thoughtfully executed financial planning is about much more than just the numbers. When we sit down together to talk for the first time, we’re going to get to the heart of what’s truly important in your life.
This conversation will guide all that we do in your financial planning journey.
Informed by decades of market research not the latest sales pitch
Douglas Finley
MS, CFP, AEP, CDFA
President / Founder
Many investors have unfulfilled expectations. They’re looking for an honest solution — one that can lead to a better investment experience. A truly refreshing approach to wealth management. What would that approach look like? How can their financial advisor improve the odds of success?
Let’s talk about wealth management with evidence-based investing, a way that can put the odds of success in your favor.
When it comes to your investments we take a disciplined, well-researched approach known as Evidence-Based Investing.
Our investment philosophy is based on Nobel Prize-winning academic research, and because we’re committed to your best good (rather than selling you products), our recommendations are carefully designed to meet your unique goals.
Douglas Finley, MS, CFP, AEP, CDFA
President, Founder
Pre & Post Retirement Strategies to Maximize Your Investments And Make Them Last
The transition to retirement can be challenging. We will advise you on the most sensible and tax-efficient ways to maximize your retirement income
The first step in establishing successful investments is to recognize the difference it makes when you have a solid wealth management strategy to depend on during your life-long decision-making.
A comprehensive tax-focused financial planning firm like ours can help you avoid making the mistake of overpaying taxes. We provide personal income tax preparation and planning, to identify the tax-saving approaches that apply to your situation.
Most investors don’t fully appreciate the drag poor tax planning has on their portfolio return. Fortunately, there are many effective strategies for maximizing long-term wealth accumulation and conservation.
A few areas where we provide a specific expertise
Resources for educating yourself, financially. Grow your wealth and income, no matter what life throws your way.
An Evidence Based Guide to Sustainable Investing: How return on your investment and desire to do good are entirely compatible
“I wondered why somebody didn’t do something.
Then I realized, I am somebody.” - unknown
We all have personal reasons for giving to charity, but at the core of our intention is a common desire to share our good fortune with others.
You may have the capacity and desire to give, but may need help in determining the most effective way to leave a lasting legacy. We can help you customize a giving program to meet your goals.
Charitable giving is an American tradition. Most charitable organizations share the goal of improving quality of life, and philanthropy is a major source of funding for humanitarian causes, religion, education and the fine and performing arts.
Learn about our approach to Wealth Management and the process of Financial Planning and Investment Management
Much of what impacts your investment decisions is beyond your control. That said, you do have a big say on how much you spend on investing. By tending to the costs of your investment decisions, you can control how much you need to spend when you invest … which leaves more of what you’d like to keep for yourself.
Despite positive annual market returns during most of the decade, investors had to process ever-present uncertainty arising from a host of events. These included an unprecedented US credit rating downgrade, sovereign debt problems in Europe, negative interest rates, flattening yield curves, the Brexit vote, the 2016 US presidential election, recessions in Europe and Japan, slowing growth in China, trade wars, and geopolitical turmoil, to name a few. You may be wondering whether to stick with your investment plan vs making some adjustments.
From books to blogs, from media mavens to marketeers, from pundits to pros … there’s never a lack of talking heads telling you how to make the most of your money. Why hire an independent advisor to assist with your financial interests? Why not just tap into all the free advice already available?
The SECURE Act – Setting Every Community Up for Retirement Enhancement Act – provides a mixed bag of incentives and obligations for retirement savers and service providers alike. Its intent is to make it easier for families to save more for retirement.
Downplay the prediction game! Rather than basing investment decisions on predictions of which way debt or equity markets are headed, a wiser strategy may be to hold a range of investments that focus on systematic and robust drivers of potential returns.
Whenever investors are spooked by turbulent times, dollars tend to flow out of the stock market, and into “safe harbors” investments such as bonds, bond funds, CDs, money markets, or even cash. As part of your overall investment strategy, it usually makes sense to allocate some of your wealth to safe harbors holdings. But too much “safety” can actually put your wealth at risk.
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