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

Naples Wealth Management

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 30, 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 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 9, 2023

The impact of being out of the market for just a short period of time can be profound, as shown by this hypothetical investment in the stocks that make up the Russell 3000 Index, a broad US stock market benchmark.A hypothetical $1,000 investment made in 1998 turns into

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

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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