fiduciary wealth management

Finley Wealth Advisors in Bonita Springs Florida is a Fee-Only Fiduciary Wealth Management Firm, Purposefully Designed for the Middle-Class Millionaire, With $2 to $20 Million of Wealth, as Big Fish in Our Right-Sized Pond

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

Doug Finley my wealth advisor

Douglas Finley, MS, 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

Investment Advisor Affiliations

The Finley Wealth Advice Blog

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

November 17, 2022

Our Marvelous MarketsIn our last piece, we introduced the importance of saving, which is the first of five basics that have served investors well over time. Today, we’ll look at where stock market returns really come from, and why that matters to your investing.1. You can’t invest if

November 15, 2022

First Save, Then Invest In our last piece, we wrote about how recency bias can damage your investments by causing current crises to loom large, while rewriting your memories of past challenges. Recency tricks us into overpaying during heady times, and bailing at bargain rates, when our confidence

November 8, 2022

Remembering Summers Past There were so many big events competing for our attention this summer … said nearly every investor, almost every summer, ever. We’re not making light of this summer’s uncertainties. Inflation is real, and needs to be managed; we also can’t rule out the possibility we’ll

November 1, 2022

Welcome to the pursuing a better investment experience series. We are going to review two topic points regarding market headlines and what you can control, let’s get started. The First Point - Look beyond the HeadlinesDaily market news and commentary can challenge your investment discipline. Some messages stir anxiety

October 31, 2022

Welcome to the pursuing a better investment experience series. We are going to review two topic points regarding market timing and emotions, let’s get started. The First Point - Avoid Market TimingYou never know which market segments will outperform from year to year. By holding a globally diversified portfolio, investors are well

October 27, 2022

Welcome to the pursuing a better investment experience series. We are going to review two topic points regarding market returns and diversification, let’s get started.The First Point - Consider the Drivers of ReturnsThere is a wealth of academic research into what drives returns. Expected returns depend on current

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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.

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