Douglas Finley (AEP, CDFA, CFP, 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

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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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

2256 First Street Suite 140 Fort Myers, FL 33901 Phone: (239) 267-7500

Other Offices

10600 Chevrolet Way Ste 101 Estero, FL 33928-4422 Phone: (239) 267-7500
780 Fifth Avenue, Suite 200 Naples, FL 34102 Phone: (239) 267-7500