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.

A portrait of a balding man with a friendly expression, wearing a dark suit, white shirt, and patterned tie, set against a mottled blue background.

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.

A smiling woman with shoulder-length blonde hair wearing a white jacket over a polka dot dress stands outside with trees and a tall building in the blurry background.

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.

Locations

10600 Chevrolet Way, Ste 101

Estero, FL 33928

780 Fifth Ave S., Ste 200

Naples, FL 34102

150 E Broad St #100,

Columbus, OH 43215

Financial Clarity for Every Stage of Life

Strategic planning and disciplined investment management tailored to you.

Award Winning Wealth Advisory Team

Maureen ArmstrongCFP®

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.

April 14, 2026

The conflict involving Iran has continued to affect financial markets, with oil prices reacting quickly to each new development. After a two-week ceasefire was announced on April 7, 2026, Brent crude fell sharply and settled at $94.75 per barrel on April 8. More recently, Brent settled at $97.66 per barrel on April 13 as investors

April 7, 2026

Global events continue to influence financial markets, with oil prices, geopolitical tensions, and trade policy changes drawing investor attention. At the center of many of these trends sits the U.S. dollar. While currency movements do not always make daily headlines, they play an important role in portfolios by influencing international investments, commodities such as gold,

March 31, 2026

Rising gasoline prices are one of the more visible ways global events can affect everyday economic conditions. Recent increases in oil prices have contributed to higher fuel costs, which may impact household budgets and broader inflation trends.

Energy prices also influence the cost of goods and services, as fuel is a key input across many industries. While these changes can affect spending patterns and economic conditions, energy markets have historically experienced periods of fluctuation.

Maintaining awareness of these developments can help provide context around current market conditions.

March 23, 2026

When people think about investing in the stock market, they often focus on well-known indexes like the S&P 500 or the Dow Jones Industrial Average. These indexes track the overall performance of a large group of stocks. However, it can also be useful to look more closely at the sectors — or categories of companies

March 17, 2026

Recent tensions in the Middle East and rising oil prices have contributed to increased volatility in financial markets. Brent crude oil, a widely used global benchmark, has risen above $100 per barrel. Higher energy costs may place pressure on economic growth while also contributing to elevated prices for goods and services (inflation). These developments add

March 10, 2026

Geopolitical tensions and rising oil prices: maintaining perspective Recent geopolitical tensions in the Middle East and disruptions affecting the Strait of Hormuz — a key waterway for global oil shipments — have contributed to a sharp rise in oil prices. Both major oil benchmarks, Brent crude and WTI (West Texas Intermediate), have increased significantly in

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