Finley Wealth Advisors

"My husband and I have been clients of Finley Wealth Advisors for many years. First, may I say that we do not consider the relationship as clients but more as friends. Recently I have had a few conversations with Amber and was happy to report that after reviewing our investments over the past 3 years we were pleased to find our investments have grown more than we expected. We believe the group to not only be very professional and helpful, more important their response to questions or phone calls are immediate."

"After moving to Ft Myers and retiring, my wife and I decided we needed financial planner closer to our new home. Knowing very few people here, we did our own research. My track record for investing is dismal. I recognize that I need a fair amount of guidance and assistance. Finley Wealth looked promising so we elected to meet with Doug. Aside from being personable, Doug established himself as an elite financial advisor as evidenced by his Dimensioinal Fund Advisors affiliation. Both Doug and Amber personally respond to our financial requirements, questions and need for advice. I can confidently recommend Finley Wealth Management to anyone in SW Florida or wherever."

"We have been working with Doug since August 2017. He has helped us to diversify our existing retirement portfolios, review our insurance policies and strategize our priorities for growing and safeguarding our retirement assets. We have enjoyed working with him and his new colleague, Amber, who joined his team this year. We appreciate the fact his is a fee-only financial planning firm and that he does not work on any commission."

"Knowledgeable, trusted, and caring are the first three words that come to mind when I describe Doug Finley. Doug has managed my finances since 2008 and through many life changes, including job changes, marriage, and the birth of my daughter. He actively listens to my objectives, makes constructive suggestions, and structures courses of action that have met, and continue to meet, my needs. Doug has the best interest of my family in mind and motivates us (my husband and me) to meet our financial objectives. We would not be where we are today without Doug’s help. Thank you to Doug and Amber for continuing to look after our family."

"Doug Finley has been our trusted advisor since 2003. Thanks to him we have fared well through the ups and downs of the market during our retirement years. As a fee only advisor he has us feeling comfortable that he has our best interests at heart—not his own need to make commissions by selling us products. It is apparent that Doug loves his work spending many hours keeping himself informed in all areas that impact finance. He is easy to reach, seems truly interested in our lives and the lives of our family, and is generous with his time and efforts on our behalf. Doug is a true professional and and it has been a pleasure to work with him."