Wealth Management in Cape Coral, FL

Visit your local Finley Wealth Management office in the Cape Coral area, for bespoke fee-only fiduciary services. As wealth advisors, we offer strategies to grow and protect your assets at every financial stage. Whether your considering estate transfer, retirement tax planning, or managing your wealth now, these are important long term decisions and require stability of advice.

You can have peace of mind then, knowing our team of investment professionals have been serving the Cape Coral community for over 20 years.

Can't make it in person? Schedule a video consultation to discuss your unique needs.

Cape Coral Wealth Management Office

2256 First Street, Suite 140

Fort Myers, FL 33901

239-267-7500

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

The Finley Wealth Advice Blog

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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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