Douglas Finley, MS, CFP, AEP, CDFA
President / Founder
Mr. Finley founded Finley Wealth Advisors in February of 2006, as a Fiduciary 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 wealth management for the middle class millionaire.
Early on in my career, I realized that financial salespeople were manufacturing complexity to confuse and manipulate investors. It has been my goal for over two decades to bring clarity to that unnecessary complexity.
I have worked to shed light on the various compensation schemes of Wall Street and the insurance industry. Over the years I have constantly worked to refine my approach, even changing my own philosophy when the evidence warranted.
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
Fee-Only Wealth Advisor
Amber has a passion for helping people achieve financial and life goals. She chose to join Finley Wealth Advisors because of the firm's culture of always putting the client first at all times, in all matters. The culture meshed well with the core of her being and the way she has always lived her life. Amber believes that working in a fee-only fiduciary model was the only way for her to truly align her values with working in the financial services industry.
Live life fully, yet plan for what may lie ahead. One can truly have it all with balance, thoughtfulness, and discipline.
She recharges herself in nature whether she is rv camping, hiking in the wilderness, or relaxing on a beach. She is happiest when outdoors enjoying wildlife and staying physically active. She plays USTA tennis, loves to roller speed skate, has a black belt in Tae Kwon Do and enjoys spending time with her teenage daughter who is a nationally ranked top five junior dog handler. They share their home with Styx, a Chesapeake Bay retriever, and Norman, an English Setter.
Director of Client Services
Jae joined the Finley Wealth Advisors team as an experienced Client Service Associate coming from a well-known, high-paced, 100-year-old financial firm. After educating herself about the RIA structure and understanding the fee-only, fiduciary difference in serving clients first, Jae felt a strong connection with the firm’s culture and knew that Finley Wealth Advisors was the perfect place to build her career. Jae’s attention to detail, skill in the financial industry, client service focus, and drive to continuously improve processes made her a perfect fit for Finley Wealth Advisors.
By bringing sunshine into the lives of others you can't keep it from yourself.
Outside of work, Jae enjoys boxing and Krav Maga, trying out new recipes, traveling, and spending time with family and friends.