At Finley Wealth Management, we believe our fee-only fiduciary approach adds an objective perspective to all we do, which in turn benefits our clients.
Douglas Finley, MS, CFP, AEP, CDFA, President / Founder
As experienced Certified Financial Planner™ professionals, our goal is to remove all of the conflicts of interest that corrupt the advice you receive. Back in 2006 when we founded Finley Wealth Advisors, few investors had even heard of the word “fiduciary.” A fee-only fiduciary approach ensures that our advice always works in your best interest at all times. Period.
At Finley we believe in getting to know who you are, and what’s most important to you, not just what you have. When we sit down to talk for the first time, we get to the heart of what’s truly important in your life. This approach guides all that we do in your financial planning journey.
In the end, helping clients achieve all that is important to them, is the highest goal a financial planner can aspire to in their career. We will help you plan for the life events you expect and overcome those you don’t.
Get to know us, and you’ll discover how our approach is better. It all starts with a conversation at your complimentary consultation.
We founded Finley Wealth Management, a Fee-Only Registered Investment Advisor, with the goal of creating a firm that eliminated the conflicts of interest inherent in the financial planner – advisor/client relationship. Our firm specializes in financial planning and investment management for high-net-worth individuals and families.
Mr. Finley’s credentials and associations include:
Amber joined Finley Wealth Management in early 2018 and completed her certified financial planner education program through Northwestern University. Amber has her Series 65 licensure as a financial advisor and has a passion for helping people achieve financial and life goals. It was a natural transition from healthcare to financial advisor with her career-long emphasis in serving others with goal- driven, individualized care.
Mrs. Braatz's credentials and associations include:
10600 Chevrolet Way, Suite 101
Estero, FL 33928
780 Fifth Avenue, Suite 200
Naples, FL 34102
The typical client of our firm has retired to our small corner of the world - Southwest Florida. They were likely referred to us by a current client or another professional, although not always.
Our clients have accumulated a substantial net worth of $2-10 million over their lifetime, now it's time to reap the rewards. New clients often have a familiar need, the prudent management of their investment portfolio and guidance on tax-efficient income distribution. These needs are shared by the majority of our clients and we are experts in meeting them.
Finley Wealth Management’s clients benefit from access to an elite class of institutional funds known as Dimensional funds, offered through Dimensional Fund Advisors (DFA).
DFA offers a model of investing based not on speculation but on financial science and decades of research. DFA limits access to its funds to a select group of fee-only registered investment advisors like Finley Wealth Management.
Through our relationship with DFA, we at Finley Wealth Management can give you institutional-level investment advice based on Nobel Prize-winning financial, economic, and academic research.
When you combine our 2 decade experience giving financial planning advice with 10+ years Dimensional Funds experience and our firm’s very low fees and outstanding service — you have an ideal investment management solution.
An unbiased fee-only financial advisory approach and a dedication to personal service have earned the firm both local and national recognition.
Preferred Service Award
Recognition of excellence in service to area medical professionals.
Guide to America’s Top Financial Planners
Published by the Consumer Research Council of America, an independent research company based in Washington, D.C.
Best In Client Satisfaction for Wealth Managers
In the Gulfshore Life Readers Polls.
You deserve pure financial advice. We follow a fiduciary standard and are proud to commit to the following 5 fiduciary principles:
MS, CFP, AEP, CDFA
President / Founder
Fee Only Wealth Advisor