Why is it so hard to find Objective Investment Advice?

Download Our Ultimate Guide to Selecting Objective, Fee-Only Fiduciary Financial Advisors

Choosing An Advisor Special Report
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What stage of your financial journey are you in?

Finding Objective Financial & Investment Advice

Discover how to find objective fiduciary advice, avoid hidden fees and partner with wealth advisors whom you can trust. 

Maximizing Your Pre & Post Retirement Plan

Maximize your investments and retirement goals without the  uncertainties associated with "playing the stock market".

Educating Yourself For Wealth  & Income Growth

Wealth and Income growth is a lifelong pursuit. Achieve your financial goals no matter what your situation.

Find Objective Financial & Investment Advice

The key is understanding how a "Fiduciary" is obligated to always provide advice with your best interests at heart

How a fee only approach works to save you money without worrying about hidden charges

Unbiased Investment Advice

Understanding how fee only advisors work [INFOGRAPHIC]

Fiduciaries are required by law to act with undivided loyalty to their clients, in all circumstances.

Long Term Objective Investment Advice

Key Questions for the Long-Term Investor

Unbiased and objective financial advice is a key aspect for thriving in a  competitive environment.

Objective Fiduciary Advice

Avoiding Financial Scams and Identity Theft Fraud

Nobody is immune from financial scams and identity theft fraud. Learn to recognize the warning signals.

Doug Finley my wealth advisor

Douglas Finley

MS, CFP, AEP, CDFA

President / Founder

We ALWAYS act in a fiduciary capacity when advising our clients, and this is much more unique than you might imagine. 

What this means for you...

  • We have no products to sell, commissions to attain, or quotas to meet.
  • As a fiduciary we refuse commissions or any other misaligned third-party incentives.
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    We are compensated directly by our clients with fully disclosed fees. 
Choosing An Advisor Special Report

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

Douglas Finley, MS, CFP, AEP, CDFA

President, Founder

Maximize Your Retirement With Evidence Based Investing

Pre & Post Retirement Strategies to Maximize Your Investments And Make Them Last

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10 Evidence Based Principles To Maximize Your Investments

Evidence Based Wealth Management

Evidence Based Wealth Management

Putting the odds of success in your favor, the proven way.

Evidence Based Investment

Evidence-Based Investing vs. Indexing

It’s becoming easier for individual investors to gain cost-effective exposure to globally diversified market returns.

Retirement without worry

The Most Tax Efficient Retirement Strategies

How to make your retirement accounts last with no excessive fees.

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.

Financial Planning Tools

  • A clear strategy for managing the market’s ever-unfolding uncertainties
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    Focus on the right processes, the right tools, and the right mindset to guide you
  • Carefully designed to meet your unique goals
  • Based on Nobel Prize-winning academic research

The Tao of Wealth Management:
"Do Without Doing

A Chinese philosophy that in some areas of life, such as investing, greater activity does not necessarily translate into better results.

Educate Yourself For Wealth & Income Growth

Resources to educating yourself for wealth and income growth, no matter what life throws your way

Your Financial Planning Journey - Getting To What's Truly Important

Worried couple calculating their expenses

10 Steps to Easing Financial Anxiety During Major Life Changes

Life happens, and sometimes, it can be incredibly worrisome from a financial standpoint.

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Divorce and Social Security Benefits

The end of a marriage does not necessarily mean the end of your right to spousal benefits.

Women and Financial Advice During a Divorce

Women and Divorce - resources to help you get through this

What to know before  signing anything.

Resources for educating yourself, financially. Grow your wealth and income, no matter what life throws your way.

  • Must read education to grow your income and plan for retiring in comfort and security
  • Dealing with major life events such as divorce, the death of a spouse or major illness
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    Collaborative divorce planning can help avoid conflicts and make the best of an often difficult situation.

© 2018 Finley Wealth Management, Llc - Naples - Bonita Springs - Fort Myers - Estero - Cape Coral - Punta Gorda

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