For many people, the wealth they have accumulated over a lifetime is more than just about money. It represents years of hard work, discipline, and sacrifice to ensure they can have a comfortable retirement, take care of their families, and more. Yet, one of the most important and often overlooked questions in financial planning is
Choose ANTOLINO Wealth Advisors because you want the best fiduciary financial advice. We began as a fiduciary wealth management firm nearly seven decades ago. Purposefully designed for those with $2 Million to $20 Million of wealth, as big fish in our right-sized pond.
At ANTOLINO Wealth Advisors, we meet you as fiduciaries at every stage of your wealth journey. We develop customized wealth management strategies designed to minimize taxes, protect assets, support long-term growth, plan for retirement distributions, and facilitate thoughtful wealth transfer. Whether you are focused on accumulation, preservation, or distribution, our fiduciary process is tailored to your unique goals—because every family’s financial picture is different.
Finley Wealth Advisors is now part of ANTOLINO Wealth Advisors
Same team. Same fiduciary values. Expanded resources.
Client Testimonials
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Robyn Pfister Griffin
Realtor for Naples Finest Properties
As a client, I am thrilled with the results and the overall experience I have had with Finley Wealth Advisors. The personalized approach to understanding my financial goals and crafting a tailored wealth management strategy truly set their firm apart. The team is always there with prompt and thoughtful responses to any questions. It's evident that they prioritize client satisfaction and go above and beyond to exceed expectations. I am grateful for the peace of mind knowing that my financial future is in capable hands. I wholeheartedly recommend Finley Wealth Advisors to anyone seeking a reliable and knowledgeable partner in managing their wealth.
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Richard DeStefano
Professional Guardian and Trustee
I am a Professional Guardian and Trustee who has entrusted Finley Wealth Advisors with
managing clients finances who fit Finley Wealth Advisors criteria. We couldn't be happier with the results. Their team is not only highly knowledgeable but also extremely dedicated to helping their clients achieve their financial goals. They are always responsive to my specific needs and have crafted personalized financial plans that have exceeded expectations. I appreciate their
transparency and integrity in every recommendation they make. Thanks to Finley Wealth Advisors, I now have peace of mind knowing my finances are in good hands. I highly recommend their services to anyone looking for a reliable and trustworthy financial fiduciary.
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Mary Brandon
Marketing Consultant
I am a client of Finley Wealth Advisors. My experience has surpassed my expectations. From our first meeting, Doug Finley demonstrated a deep understanding of the financial landscape and tailored his advice to fit my unique needs. He was always punctual, well-prepared, and respectful. Each session was productive, with clear agendas and actionable steps. Doug and his team are highly knowledgeable and stay updated on market trends and regulatory changes. The firm’s advice was not only insightful but also extremely helpful in making critical investment decisions. I was impressed with how they simplified complex financial concepts, making them easily understandable. They always kept me informed about any changes and were quick to respond to my queries. I now have a robust financial plan that aligns with my long-term goals. I highly recommend Finley Wealth Advisors to anyone looking for genuine and expert fiduciary financial planning advice.
These Google reviews were from Finley Wealth Advisors clients before 12/31/25. Finley Wealth Advisors has been acquired by ANTOLINO Wealth Advisors as of 1/1/2026, and these clients are now clients of ANTOLINO Wealth Advisors. Employees of Finley Wealth Advisors are now employees of ANTOLINO Wealth Advisors. The Testimonial(s) provided is/are not representative of all experiences. Additional representative sample of the testimonials about ANTOLINO Wealth Advisors can be found (link). Clients were not paid for their testimonials.
Financial Clarity for Every Stage of Life
Strategic planning and disciplined investment management tailored to you.
Award Winning Wealth Advisory Team
Maureen Armstrong, CFP®
Private Wealth Advisor
Maureen is deeply committed to acting in her clients’ best interests and doing whatever it takes to ensure their needs are met. She approaches financial planning with integrity and care, focusing on building trust and long-term relationships rooted in clarity and accountability.
What distinguishes Maureen’s approach is her holistic view of a client’s financial life. Through ANTOLINO's The UltraVision System®, she evaluates both personal goals and technical planning considerations to identify potential gaps early and build thoughtful, comprehensive strategies aligned with what matters most to each client.
Christian M. Hertl, CFP®
Private Wealth Advisor
Christian approaches financial planning by putting himself in his clients’ shoes—often asking what he would want for his own family in the same circumstances. He believes fiduciary responsibility applies across the entire client relationship, guiding every recommendation and decision.
He distinguishes ANTOLINO through its unwavering commitment to a holistic, client-first approach. Rather than focusing on one piece of a client’s finances, Christian helps align investments, taxes, cash flow, and risk management into a cohesive plan—particularly for business owners and highly compensated professionals navigating complex financial decisions.
Brandon Boychuk, CFP®, ChFC®
Private Wealth Advisor
Brandon is committed to acting in his clients’ best interests by helping them make confident, informed decisions aligned with the life they want to build. He approaches his work as both an advisor and a financial coach, focused on clarity, guidance, and accountability rather than products or transactions.
What distinguishes Brandon’s approach is his emphasis on unbiased, holistic planning. Rather than fitting solutions to predetermined outcomes, he works to understand each client’s full financial picture and align strategies with their goals, priorities, and values—while maintaining a thoughtful, client-first experience as the firm continues to grow.
Ian Erdman, CFP®
Private Wealth Advisor
Ian believes financial planning is about more than numbers—it’s about people. He is passionate about helping clients make confident, well-informed decisions and guiding them toward long-term financial independence with a fiduciary, client-first approach.
Ian joined ANTOLINO in April 2023 and currently serves as a Financial Advisor, bringing more than nine years of prior experience from Nationwide Insurance. He works closely with clients and internal teams to deliver personalized, planning-first strategies designed to provide clarity and confidence at every stage of life.
Jack Hewitt
Financial Planner
Jack joined ANTOLINO in 2024 as a financial planner. He works closely with advisors and clients to help design and implement comprehensive financial strategies aligned with each client’s goals, priorities, and long-term vision.
What distinguishes Jack’s approach is his belief that effective financial planning begins with strong personal relationships. Drawn to ANTOLINO for its relationship-first, fiduciary model, he values honest, unbiased guidance and a collaborative team environment focused on caring for people rather than selling products.
The Elements of Fiduciary Wealth Management
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 fiduciary advisor makes, the choice could not be clearer."
Investment Advisor Affiliations
The ANTOLINO Wealth Advice Blog
Insights designed to help you take control of your financial future.
May 27, 2026
The S&P 500 recently surpassed 7,500 for the first time, marking another milestone in a year that has seen many new all-time highs. This is positive for investors, especially because several sectors have contributed to this rally. These trends have also fueled enthusiasm for IPOs, particularly ones related to artificial intelligence, after years of relatively
May 20, 2026
The Federal Reserve plays a central role in financial markets and the economy, and its importance has only grown in recent decades. From the 2008 global financial crisis to the inflationary period of the past several years, investors have followed every Fed decision carefully. So, when leadership changes occur at the Fed, they naturally capture
April 29, 2026
Long-Term Investing During Bull Markets: Staying Focused Through Uncertainty More than three-and-a-half years have passed since the current bull market began in October 2022. At that time, inflation was rising at its fastest pace in decades, the Federal Reserve was increasing interest rates, and ChatGPT had not yet been publicly released. Since then, the S&P
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