People - My Wealth Advisor

People

Douglas Finley

MS, CFP, AEP, CDFA
President / Founder

Doug Finley, Founder and CEO of Finley Wealth Advisors

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. 

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.

Doug Recommends:

Doug Finley my wealth advisor

Credentials

Amber Braatz

MBA, 
Fee-Only Wealth Advisor

Amber Braatz, Finley Wealth Advisor

Amber 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.

Amber recharges and centers herself in nature. Whether she is hiking in Myakka River State Park, relaxing at Bowman's Beach, or camping at Koreshan State Park, Amber 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 Yukon, an English Setter.

Amber Recommends:

Financial Advisor Amber Braatz

Credentials

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