Finley Wealth Advisors is a Fee-Only Fiduciary with an Evidence-Based Approach to Wealth Management.
At Finley, our primary focus is on the wealth management needs of the middle-class millionaire. 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.
Our business model has been purposefully designed for those with $1 to $10 million of wealth, as big fish in our right-sized pond. We limit new client relationships to those with greater than $1 million in investment assets. This allows us more time to focus on the wealth management issues most relevant to our clients.
We utilize low-cost, globally diversified, tax-efficient portfolio design, and income distribution strategies to grow, preserve, and protect your wealth.