US government debt reached 121% of the value of the country’s gross domestic product (GDP) last year.1 Many investors have expressed concern over the impact that servicing this level of debt could have on the stock market.
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.
Call: 239-267-7500
Email: [email protected]
Award Winning Wealth Advisor Team
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
Charitable Gifting
Estate Planning
Financial Planning
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
Does Your Bond Portfolio Need a Passport?
Aggregate stock market valuation ratios have not been strong predictors of broad market returns. And yet, high stock valuations sit near the top of concerns cited by investors about the state of equity markets.
Concern over Market Valuations
Aggregate stock market valuation ratios have not been strong predictors of broad market returns. And yet, high stock valuations sit near the top of concerns cited by investors about the state of equity markets.
What Happens When You Fail at Market Timing
The impact of being out of the market for just a short period of time can be profound, as shown by this hypothetical investment in the stocks that make up the Russell 3000 Index, a broad US stock market benchmark.
TIPS Can Help Investors When Inflation Spikes
When consumer prices rise, as they did last year, some investors may want to hedge against unexpected spikes in inflation. History shows Treasury Inflation-Protected Securities (TIPS) can be a useful tool for achieving this goal.1
Understand the Lifetime Income Projections Coming to Your 401(k) Statement
If you’re an American worker who hasn’t been living under a rock since you started earning a paycheck, you know that saving for retirement is crucial, but is much more challenging compared to participating in a defined benefit pension like those enjoyed by our grandparents’ generation.
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About Us
At South Florida's Finley Wealth Advisors, we prioritize trust and transparency in managing your wealth. As Independent Fee-Only Fiduciaries, our advice aligns solely with your interests.
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Finley Wealth Offices
Contact
Head Office:
10600 Chevrolet Way, Estero, Florida, 33928, United States
Tel: +1 (239) 267-7500
Email: [email protected]
Hours: 9am - 5pm Mon-Fri
© 2023 Finley Wealth Management, LLC - Finley Wealth Advisors (CRD # 142776 - SEC)
Financial Disclaimer: Finley Wealth Management, LLC is a Registered Investment Advisor with the State of Florida. All expressions of opinion are subject to change. All the information is intended for educational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services. Past performance is not a guarantee of future results. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. Diversification does not eliminate the risk of market loss. There is no guarantee investing strategies will be successful. International investing involves special risks such as currency fluctuation and political instability. Investing in emerging markets may accentuate these risks.