Finley Wealth Advisors in Cape Coral 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.

Fort Myers Office

2256 First Street, Suite 140

Fort Myers, FL 33901

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

May 2, 2023

Value’s recent turnaround has rewarded investors who remained disciplined following its prolonged slump. In addition to reminding us how quickly premiums can show up, the past few years reinforce an important factor in determining how much one should tilt toward higher expected returns: The upside is beneficial only

April 28, 2023

Would you like to increase your odds of enjoying a comfortable retirement? If you already set aside money from every paycheck for long-term savings, you’re off to a good start. But to really turn the money you save into a sizable nest egg, you need to invest wisely.

April 25, 2023

Value’s recent turnaround has rewarded investors who remained disciplined following its prolonged slump. In addition to reminding us how quickly premiums can show up, the past few years reinforce an important factor in determining how much one should tilt toward higher expected returns: The upside is beneficial only

April 20, 2023

Would you like to increase your odds of enjoying a comfortable retirement? If you already set aside money from every paycheck for long-term savings, you’re off to a good start. But to really turn the money you save into a sizable nest egg, you need to invest wisely.

April 18, 2023

Would you like to increase your odds of enjoying a comfortable retirement? If you already set aside money from every paycheck for long-term savings, you’re off to a good start. But to really turn the money you save into a sizable nest egg, you need to invest wisely.

April 13, 2023

Would you like to increase your odds of enjoying a comfortable retirement? If you already set aside money from every paycheck for long-term savings, you’re off to a good start. But to really turn the money you save into a sizable nest egg, you need to invest wisely.

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.

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