Finley Wealth Advisors

Finley Wealth Advisors is a Fee-Only Fiduciary with a Tax-Aware Evidence-Based Approach to Wealth Management.  At Finley, our primary focus is on the wealth management needs of the middle-class millionaire. 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 $1 to $10 million of wealth, as big fish in our right-sized pond. We limit new client relationships to those with greater than $1 million in investment assets. 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.

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Advisors at this Office

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This Office

10600 Chevrolet Way Ste 101 Estero, FL 33928-4422 Phone: (239) 267-7500

Primary Office

10600 Chevrolet Way Ste 101 Estero, FL 33928-4422 Phone: (239) 267-7500