Aggregate stock market valuation ratios have not been strong predictors of broad market returns. And yet, high stock valuations sit near the top of concerns cited by investors about the state of equity markets. However, this perception stems from a subset of stocks, and investors should be careful
Wealth Management in Naples, FL
From our beautiful office on Fifth Avenue, our wealth advisors in Naples, Florida have been serving the community as a trusted fee-only fiduciary since 2006. We provide wealth management services for individuals with a net worth of $2-$20 million. A white glove service for middle class millionaires.
Naples Wealth Management Office
780 Fifth Avenue S., Suite 200
Naples, FL 34102
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
It's About Helping You Become The Hero Of Your Own Financial Story
November 28, 2023
Aggregate stock market valuation ratios have not been strong predictors of broad market returns. And yet, high stock valuations sit near the top of concerns cited by investors about the state of equity markets. However, this perception stems from a subset of stocks, and investors should be careful
November 14, 2023
Aggregate stock market valuation ratios have not been strong predictors of broad market returns. And yet, high stock valuations sit near the top of concerns cited by investors about the state of equity markets. However, this perception stems from a subset of stocks, and investors should be careful
November 7, 2023
When consumer prices rise, as they did last year, some investors may want to hedge against unexpected spikes in inflation. History shows Treasury Inflation-Protected Securities (TIPS) can be a useful tool for achieving this goal.1TIPS vs. InflationTIPS outperformed inflation2 in 69% of the rolling, overlapping 12-month periods from 2001
November 2, 2023
The SECURE Act offers useful information, but only if you can understand it.If you’re an American worker who hasn’t been living under a rock since you started earning a paycheck, you know that saving for retirement is crucial, but is much more challenging compared to participating in a
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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.
Services
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Finley Wealth Offices
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.