Recent headlines report a large-scale U.S. operation in Venezuela that resulted in the detention of President Nicolás Maduro on charges related to drug trafficking and corruption, according to U.S. officials and major news outlets. U.S. leaders have indicated the administration may play a direct role in Venezuela’s governance and energy sector, including potential involvement in
Choose Finley Wealth Advisors because you want the best fiduciary financial advice. We began as a fiduciary wealth management firm nearly two decades ago. Purposefully designed for those with $500,000 to $50 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 fiduciary process to meet your individual wealth management needs because each family is unique.
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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."
“
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 testimonials were provided by current Finley Wealth Advisors clients and may not be representative of the experiences of other clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials.
Investment Advisor Affiliations
Award Winning Wealth Advisory Team
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.
There are many ways to approach investment management and financial planning. I believe that our firm offers one of the very best. We are, however, committed to continually seeking new ways to do a better job for our clients.
Amber Braatz, MBA, CFP®
Private 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
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 more clear."
Douglas Finley, MS, CPWA, CFP, AEP, CDFA
President, Founder
The Finley Wealth Advice Blog
It's about Helping You Become The Hero Of Your Own Financial Story
December 22, 2025
Investors often assume that professional money managers will consistently outperform the market. However, this recent video from Dimensional Fund Advisors dives deep into why this is rarely the case. In “How Many Money Managers Beat Their Benchmarks?”, the video explains why most actively managed funds fall short, especially after fees are taken into account. The
December 16, 2025
The Federal Reserve, often called the Fed, is America’s central bank. It helps keep the economy and financial system running smoothly. In 2026, the Fed will get new leadership when Jerome Powell’s time as Fed Chair ends in May. The president will choose who leads the Fed next, which could affect interest rates, stock markets,
December 2, 2025
During November, financial markets went through a short period of ups and downs that touched many types of investments. Even though most major market measures have shown good growth so far this year in stocks, bonds, and overseas investments, investors remained worried about companies involved in artificial intelligence and what the Federal Reserve (the Fed)
November 24, 2025
Winston Churchill is often quoted as saying “it is more agreeable to have the power to give than to receive.” The holiday season is a good time to think about charitable giving and how it fits into your overall financial plan. Smart charitable planning can help you support causes you care about while also reducing
November 18, 2025
As we enter the holiday season, it’s a good time to think about what we’re grateful for in both our personal lives and our finances. Investors often worry about what might go wrong instead of celebrating what has gone well. Right now, with markets doing well, it’s useful to look back at the past year
November 11, 2025
Stock markets kept doing well in October, even though there were worries about the government shutdown and new disagreements with China about trade early in the month. Many major market measures hit new record highs after bouncing back from a short time when prices moved around a lot. Bonds (which are loans investors make to
October 29, 2025
If long-run averages are anything to go by, the expected time for driving my daughter to school is around 15 minutes. But this is an example where the range of outcomes is more helpful than the average. This morning, we breezed through every traffic light and made it in just over 10 minutes. On the
October 21, 2025
Gold prices have jumped more than 60% this year, climbing above $4,300 per ounce. This sharp increase has made headlines and left many investors wondering whether this rally is unique compared to previous ones. Some people call this the “debasement trade.” This term comes from the concern that governments might weaken their currencies by spending
October 15, 2025
Recently, the stock market had its biggest one-day drop since April. This happened because of growing disagreements between the United States and China about rare earth metals (special materials used in technology) and potential tariffs (fees on imported goods). The quick drop worried some investors, but markets bounced back after the White House used less
October 6, 2025
KEY TAKEAWAYS The broad market S&P 500 and tech-heavy Nasdaq both hit record highs in September. The Fed lowered interest rates, by a quarter point, for the first time since December 2024. Small cap stocks outpaced large caps in the US and globally, but value lagged growth. Stocks extended gains in the third quarter, with
September 29, 2025
As markets reach new highs and artificial intelligence stocks continue to rally, some investors are asking “are we in a bubble?” This is as much about investor psychology as it is about market conditions. While it’s normal to worry about bubbles, focusing too much on them can lead to counterproductive portfolio decisions that prioritize timing
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About Us
At South Florida's Finley Wealth Advisors, we prioritize trust and transparency in managing your wealth. As Independent Fiduciary, our advice aligns solely with your interests.
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Finley Wealth Services
Contact
Primary Office: 10600 Chevrolet Way, Estero, Florida, 33928
Phone: (239) 267-7500
Email: [email protected]
Hours: 9am - 5pm Mon-Fri
© 2025 Finley Wealth Management, LLC - Finley Wealth Advisors (CRD # 142776 - SEC)
Financial Disclaimer: Finley Wealth Management, LLC is a Registered Investment Advisor with the Securities and Exchange Commission (SEC). 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.
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