Douglas Finley, MS, CFP, AEP, CDFA 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.
Back to the Investment Basics (Part 5)
Back to the Investment Basics (Part 4)
Back to the Investment Basics (Part 3)
Back to the Investment Basics (Part 2)
Back to the Investment Basics (Part 1)
What is Portfolio Construction?
How Much Money Makes You Wealthy, Wealthier, or Wealthiest?
What is Estate Planning and Why is It Important?
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