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
Choose Finley Wealth Advisors because you want the best fiduciary financial advice. We began as a fiduciary wealth management firm nearly two decades ago. Purposefully designed for those with $500,000 to $50 million of wealth, as big fish in our right-sized pond.
We meet you as a fiduciary wherever you are in the life cycle of your wealth. We develop unique wealth management strategies to minimize taxes, protect assets, maximize growth, distribute retirement assets, and transfer wealth. Whether you are at the stage of accumulation, preservation, or distribution we will tailor our fiduciary process to meet your individual wealth management needs because each family is unique.
“
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.
“
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."
“
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 testimonials were provided by current Finley Wealth Advisors clients and may not be representative of the experiences of other clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials.
Award Winning Wealth Advisory Team
Doug, after nearly a decade in the financial services industry, founded Finley Wealth Advisors in February of 2006 as a fee-only fiduciary. Above all, his goal was to create a wealth management firm that would eliminate the conflicts of interest inherent in the typical advisor/client relationship.
Consequently, the firm is still one of only a handful of Fee-Only Fiduciary firms in Southwest Florida. As a result, he created a firm that is dedicated to putting your interests first above all else. Therefore, the firm is markedly different from the fee-based brokerage firms.
There are many ways to approach investment management and financial planning. I believe that our firm offers one of the very best. We are, however, committed to continually seeking new ways to do a better job for our clients.

Amber Braatz, MBA, CFP®
Private Wealth Advisor
Amber has a passion for helping people achieve financial and life goals. Therefore, she chose to join Finley Wealth Advisors because of the firm's fee-only fiduciary culture of always putting the client first at all times, in all matters. Moreover, the culture meshed well with her desire to help others accomplish their dream of a financially secure retirement. Specifically, she is driven to provide the highest level of service to others. Furthermore, Amber believes that working in a fee-only fiduciary model is the only way for her to truly align her values with working in the financial services industry.
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:
We will always put your best interests first.
We will act with skill, care, diligence, and good professional judgment.
We will not mislead you, We will provide you an open disclosure of all important facts.
We will avoid conflicts of interest.
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 more clear."
Douglas Finley, MS, CPWA, CFP, AEP, CDFA
President, Founder
The Finley Wealth Advice Blog
It's about Helping You Become The Hero Of Your Own Financial Story
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
March 3, 2026
Recent news reports indicate that the U.S. and Israel have conducted military operations in Iran, affecting certain military and nuclear-related sites. These developments have contributed to increased tensions in the Middle East. Events like these often raise questions about potential impacts on markets, oil prices, and individual investment portfolios. While geopolitical events are inherently unpredictable,
February 24, 2026
After nearly a year of uncertainty surrounding U.S. trade policy, the Supreme Court ruled that certain recent tariffs were unconstitutional, significantly altering the policy landscape. As is often the case in Washington, policy developments continue to evolve. The administration has indicated it may pursue alternative legal authorities to implement tariffs, and markets are assessing what
February 18, 2026
The overall health of the economy is an important consideration for long-term investors, as economic conditions can influence portfolio performance and financial planning decisions. Recent economic data has presented mixed signals, contributing to uncertainty about the near-term outlook. As with any complex system, it is important not to draw conclusions based on a single data
February 10, 2026
Please note: Our office will be closed on Monday, February 16, in observance of Presidents’ Day. Normal business hours will resume on Tuesday, February 17. Fifteen years ago, an investor named Marc Andreessen wrote that “software is eating the world,” referring to the idea that tasks capable of being performed by software would increasingly be
February 3, 2026
Stocks and bonds started the year on a positive note, continuing their gains from previous years. This may come as a surprise to some investors because there were several periods when markets moved up and down sharply due to global events and news about the Federal Reserve (the Fed, which is America’s central bank). While
January 26, 2026
Over the last two years, gold, silver, and other precious metals have increased in value significantly, getting a lot of attention from investors. Gold recently went above $4,700 per ounce and silver is now trading above $90 per ounce. These are record-high prices for both metals. Because of these strong gains, some investors are asking
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At South Florida's Finley Wealth Advisors, we prioritize trust and transparency in managing your wealth. As Independent Fiduciary, our advice aligns solely with your interests.
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Primary Office: 10600 Chevrolet Way, Estero, Florida, 33928
Phone: (239) 267-7500
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© 2025 Finley Wealth Management, LLC - Finley Wealth Advisors (CRD # 142776 - SEC)
Financial Disclaimer: Finley Wealth Management, LLC is a Registered Investment Advisor with the Securities and Exchange Commission (SEC). All expressions of opinion are subject to change. All the information is intended for educational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services. Past performance is not a guarantee of future results. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. Diversification does not eliminate the risk of market loss. There is no guarantee investing strategies will be successful. International investing involves special risks such as currency fluctuation and political instability. Investing in emerging markets may accentuate these risks.
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