Douglas Finley (AEP, CDFA, CFP, CPWA®, MS)
Douglas Finley focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
Planning Specialties
Finley Wealth Advisors is a Fee-Only Fiduciary with an 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 $2 to $20 million of wealth, as big fish in our right-sized pond. 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.
Finley’s credentials and associations in addition to NAPFA include:
CPWA®, Certified Private Wealth Advisor™
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 founder of Finley Wealth Advisors
"Early on in my career, I realized that financial salespeople were manufacturing complexity to confuse and manipulate investors. It has been my goal for over two decades to bring clarity to that unnecessary complexity.
I have worked to shed light on the various compensation schemes of Wall Street and the insurance industry. Over the years I have constantly worked to refine my approach, even changing my own philosophy when the evidence warranted.
There are many ways to approach investment management and financial planning. I believe that our firm offers one of the very best. We are, however, committed to continually seeking new ways to do a better job for our clients."
NAPFA Start Date
June 16, 2017
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