An Independent, Fiduciary, Fee-Only Certified Financial Planner

About Finley Wealth Advisors & 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.

Meet Our Team

Doug Finley, MS, CFP, AEP, CDFA 

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.

Financial Planner

Credentials

Mr. Finley’s credentials and associations include:

Amber Braatz, MBA

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.

Financial Advisor Amber Braatz

Credentials

Mrs. Braatz's credentials and associations include:

  • Bachelor of Science Degree, University of Florida, Gainesville, FL
  • Master Degree, Business Administration, Florida Gulf Coast University, Fort Myers FL

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.

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.

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

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

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