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. Our experienced Certified Financial Planner™ professional, Douglas Finley, has helped many people achieve financial peace of mind. He believes in getting to know who his clients are and what’s more important to them, not just what they have. He knows that a thoughtfully executed financial planning is about much more than just the numbers.
When you sit down together to talk for the first time, he’s going to get to the heart of what’s truly important in your life. This will guide all that he does in your financial planning journey. If your money is aligned with your core values, it can bring not just happiness, but harmony into your life. 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.
Mr. Finley 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. The 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:
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 this relationship with DFA, Finley Wealth Management can give its clientele institutional-level investment advice based on Nobel Prize-winning financial, economic, and academic research. Combine this with the firm’s very low fees and outstanding service and 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. “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.