Finley Wealth Advisors specializes in financial planning, investment and wealth management for high-net-worth individuals and families in Bonita Springs FL.
Our Estero location services the entire south-west coast of Florida, including Naples, Fort Myers, Punta Gorda and Bonita Springs.
Our planning process organizes your financial affairs and gives you the knowledge and guidance to make educated financial choices. It's custom-tailored to you, your long term goals, and your values.
How have markets delivered wealth to long-term investors? Nobel-prize-winning academics offer us insights on that, which we apply to our clients' portfolios - allocating and rebalancing them accordingly.
The transition to retirement can be challenging. We will advise you on the most sensible and tax-efficient ways to maximize your retirement income
Tax planning strategies often require comprehensive, year-round attention. We will work with you and your tax professional to find ways to reduce your tax bill and increase your after tax return.
Sustainable investing, Divorce Planning and Widowhood - these are just some of the areas in which we can partner with you, to help you reach your goals.
Creative, strategic and fully integrated with your overall goals, let us help you make the impact you envision. Meet with us in our Estero office near Bonita Springs to discuss your legacy.
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.
10600 Chevrolet Way, Suite 222
Estero, FL 33928
MS, CFP, AEP, CDFA
President / Founder
Mr. Finley founded Finley Wealth Management in Estero FL, servicing the Bonita Springs and Southeast Florida area. The firm acts as a Fee-Only Registered Investment Advisor for high net worth individuals and families, with the goal of eliminating the conflicts of interest inherent in the financial planner – advisor/client relationship.
Fee-Only Wealth Advisor
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 in Bonita Springs and beyond.
© 2019 Finley Wealth Management, Llc - Naples - Bonita Springs - Fort Myers - Estero - Cape Coral - Punta Gorda