Douglas Finley (AEP, CDFA, CFP, MS)

Douglas Finley focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

At Finley, our primary focus is on the 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 tax-efficient portfolio design and income distribution strategies to preserve and protect your wealth. 

Finley’s credentials and associations in addition to NAPFA include:
CFP®, Certified Financial Planner™
AEP®, Accredited Estate Planner®
CDFA®, Certified Divorce Financial Analyst®
Bachelor’s Degree, Finance, Arizona State University, Tempe, Arizona
Master’s Degree, Finance, College for Financial Planning, Denver, Co.
Active Member: FPA, Financial Planning Association, National and Local Chapter
Active Member: The National Association of Estate Planners & Councils
Active Member: Lee County Estate Planning Council
Active Member: American Mensa Ltd.
CFP® Professional Education Program, The College for Financial Planning, Denver, CO.

Additional Information

Douglas Finley founded Finley Wealth Advisors, a 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. 

NAPFA Start Date

June 16, 2017

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This Office

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