Finley Wealth Advisors
780 5th Avenue South, Naples, FL 34102
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Finley Wealth Advisors is a Fee-Only Fiduciary Wealth Management Firm located at 780 5th Avenue South in Naples, Florida. Our firm is purposefully designed for the Middle-Class Millionaire, with $2 to $20 million of wealth. We prioritize trust and transparency in managing your wealth, and our advice aligns solely with your interests.
Our team of experienced professionals will 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.
As a client, you can expect a personalized approach to understanding your financial goals and crafting a tailored wealth management strategy. Our team is dedicated to providing prompt and thoughtful responses to any questions, prioritizing client satisfaction and exceeding expectations. With Finley Wealth Advisors, you can have peace of mind knowing that your financial future is in capable hands.
Our firm was founded in February of 2006 by Doug as a fee-only fiduciary, with a goal to eliminate conflicts of interest in the advisor/client relationship. We are one of only a handful of Fee-Only Fiduciary firms in Southwest Florida, dedicated to putting your interests first above all else.
At Finley Wealth Advisors, we follow a fiduciary standard and commit to acting with skill, care, diligence, and good professional judgment. Our desire is to share the latest research and commentary with you to help you become a more informed investor, positioning you better for the future.
Contact us at our head office in Estero, Florida or visit us at our Naples location to learn more about how we can help you achieve your financial goals. Trust Finley Wealth Advisors to provide you with expert, personalized wealth management services that prioritize your best interests.
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