Douglas Finley - Finley Wealth Advisors

Finley Wealth Advisors Was Purposefully Designed for the Middle-Class Millionaire, With $1 to $10 Million of Wealth, as Big Fish in Our Right-Sized Pond. As a private wealth management firm, we provide customized financial planning and investment advisory, in the context of a fee-only fiduciary relationship. We utilize a low-cost, globally diversified, tax-efficient portfolio design, combined with well-planned tax-efficient income distribution strategies. Our wealth advisory relationship with clients is designed to grow, preserve, and protect their wealth.

At Finley Wealth Advisors, we believe our fee-only fiduciary approach adds an objective perspective to all we do, which in turn benefits our clients. We have helped many people achieve financial peace of mind. We believe in getting to know who our clients are and what’s important to them, not just what they have.

What’s truly important in your life should guide all that we do in your financial planning journey. Because if your money is aligned with your core values, it can bring not just happiness, but harmony into your life. In the end, helping clients achieve all that is important to them is the highest goal a financial planner can aspire to in their career.

We are here for all our clients' wealth management needs, regardless of how complex they may seem. However, many of our clients seek only the prudent management of their investment portfolio and guidance on tax-efficient income distribution. These are the cornerstones of a great retirement plan and we are experts in their execution.

We aspire to help you plan for the life events you expect and overcome those you don’t.