fiduciary wealth management

Finley Wealth Advisors in Fort Myers is a Fee-Only Fiduciary with an Evidence-Based Approach to Wealth Management.

At Finley, our primary focus is on the wealth management needs of the middle-class millionaire in Fort Myers. As a fiduciary compensated directly by our clients with fully disclosed professional fees, honesty is the core of our relationship. We refuse commissions or any other misaligned third-party incentives. Our business model has been purposefully designed for those with $2 to $20 million of wealth, as big fish in our right-sized pond. This allows us more time to focus on wealth management issues most relevant to our clients. We utilize low cost tax-efficient portfolio design and income distribution strategies to grow, preserve, and protect your wealth.

Fort Myers Office

2256 First Street, Suite 140
Fort Myers, FL 33901

239-267-7500

Fort Myers Wealth Management
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.

Please Subscribe To The Finley Wealth Advice Blog

You will receive valuable information that will help you become a more informed investor. We share the latest research and commentary to help you understand the Evidence-Based Approach to investing.

© 2022 Finley Wealth Management, LLC - Naples - Bonita Springs - Fort Myers - Estero

>