Wealth Management In Bonita Springs, FL

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 fee-only fiduciary process to meet your individual wealth management needs because each family is unique.

Estero Office

10600 Chevrolet Way, Suite 101

Estero, FL 33928

239-267-7500

Douglas Finley, MS, CPWA®, CFP®, AEP®, CDFA®

Fee-Only Wealth Advisor

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.


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.

Our Fiduciary Pledge To You

Because you deserve pure unbiased financial advice. We follow a fiduciary standard and are proud to commit to the following five fiduciary principles:

1.

We will always put your best interests first.

2.

We will act with skill, care, diligence, and good professional judgment.

3.

We will not mislead you, We will provide you an open disclosure of all important facts.

4.

We will avoid conflicts of interest.

5.

We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.

Investment Advisor Affiliations

The Finley Wealth Advice Blog

It's About Helping You Become The Hero Of Your Own Financial Story

June 6, 2024

During the National Football League’s recent draft, teams selected from hundreds of prospects to build rosters for the future. It’s my favorite sporting event of the year, mainly because it provides an opportunity to see professional evaluators miss wildly with their projections.1 And while many sources of uncertainty

June 4, 2024

When markets are rough, it’s tempting to want to make a quick change to your investments. But much like changing lanes in traffic, impulsive moves can add anxiety and risk with no guarantee you’ll benefit.

May 30, 2024

During the National Football League’s recent draft, teams selected from hundreds of prospects to build rosters for the future. It’s my favorite sporting event of the year, mainly because it provides an opportunity to see professional evaluators miss wildly with their projections.1 And while many sources of uncertainty

May 28, 2024

During the National Football League’s recent draft, teams selected from hundreds of prospects to build rosters for the future. It’s my favorite sporting event of the year, mainly because it provides an opportunity to see professional evaluators miss wildly with their projections.1 And while many sources of uncertainty

May 23, 2024

When markets are rough, it’s tempting to want to make a quick change to your investments. But much like changing lanes in traffic, impulsive moves can add anxiety and risk with no guarantee you’ll benefit.

May 21, 2024

During the National Football League’s recent draft, teams selected from hundreds of prospects to build rosters for the future. It’s my favorite sporting event of the year, mainly because it provides an opportunity to see professional evaluators miss wildly with their projections.1 And while many sources of uncertainty

Subscribe To The Finley Wealth Advice Blog

You will occasionally receive information designed to help you become a more informed investor. Our desire is to share the latest research and commentary with you, above all. As a result, you will learn more about Fee-Only Fiduciary Wealth Management and Evidence-based Investing because as a well-informed investor you will be better positioned for the future.

About Us

At South Florida's Finley Wealth Advisors, we prioritize trust and transparency in managing your wealth. As Independent Fee-Only Fiduciaries, our advice aligns solely with your interests.

Contact

Head Office:
10600 Chevrolet Way, Estero, Florida, 33928, United States

Tel: +1 (239) 267-7500
Email: [email protected]
Hours: 9am - 5pm Mon-Fri

© 2023 Finley Wealth Management, LLC - Finley Wealth Advisors (CRD # 142776 - SEC)

Financial Disclaimer: Finley Wealth Management, LLC is a Registered Investment Advisor with the State of Florida. 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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