An Independent, Fiduciary, Fee-Only Certified Financial Planner

About Finley Wealth Advisors & Certified Financial Planners

Finley Wealth Management Credentials
Finley Walth Management Financial Advisors
Finley Wealth Management Certified Financial Planners

Our Mission As Financial Planners:

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

Doug Finley my wealth advisor

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.

Our Florida Office Locations

Estero Office

10600 Chevrolet Way, Suite 101

Estero, FL 33928

Naples Office

780 Fifth Avenue, Suite 200

Naples, FL 34102

Our Typical Clients

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.

Separator Image For Finding A Fee Only Financial Advisor

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.

How We Benefit You As Our Client

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.

How many funds outperform benchmarks?

Industry

17%

Dimensional Funds

85%

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.

Our Fiduciary Pledge To You:

You deserve pure financial advice. We follow a fiduciary standard and are proud to commit to the following 5 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.

Doug Finley my wealth advisor

Douglas Finley

MS, CFP, AEP, CDFA

President / Founder

Financial Advisor Amber Braatz
Amber Braatz

MBA
Fee Only Wealth Advisor


Awards and Recognitions

An unbiased fee-only financial advisory approach and a dedication to personal service have earned the firm both local and national recognition.

MD
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.


Investment Advisor Affiliations

Members of the National Association of Personal Financial Advisors (NAPFA) who have met all necessary requirements of membership have earned the right to call themselves NAPFA-Registered Financial Advisors. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, ethical financial advisors.

More About Being A NAPFA Registered Advisor

Certified Financial Planners

The CFP® marks represent a CERTIFIED FINANCIAL PLANNER™ designation. An individual who has earned these marks has met the education, examination, experience and ethics standards established by the CERTIFIED FINANCIAL PLANNERS™ Board of Standards (CFP® Board). 

More About Our Designation as Certified Financial Planners

Investment Advisor

The Financial Planning Association® (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. 

More About Our Membership With The FPA

Institute For Divorce Financial Analysts

The Certified Divorce Financial Analyst™, (CDFA™) is a professional certification granted in the United States and Canada by the Institute for Divorce Financial Analysts™ (IDFA™).

More About What Our CDFA™ Designation Means

The Accredited Estate Planner® (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.

More About What Our AEP® Designation Means

We work with Dimensional Fund Advisors (DFA) to gain U.S and International stock and bond exposure for our client’s portfolios. Dimensional Fund Advisors is a leader in developing institutional mutual funds for high net-worth investors and corporations.

More About Our Dimensional Fund Advisor Partnership

Douglas Finley, MS, CFP, AEP, CDFA is a longtime member of Mensa the largest and oldest IQ society in the world. Mensa is a non-profit organization open to people who score at the 98th percentile or higher on a standardized, supervised IQ or other approved intelligence test. 

More About Mensa

 Douglas Finley, MS, CFP, AEP, CDFA has been honoured year after year by his peers and the investor community in Lee & Collier counties. 

Voted best in Client Satisfaction Wealth Manager

Douglas Finley, MS, CFP, AEP, CDFA was honoured by The Consumers’ Research Council of America, a Washington, D.C. based research organization, that provides consumers’ information guides for professional services throughout America.

Voted One of America’s Top Financial Planners

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