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Douglas Finley, MS, CFP, AEP, CDFA

A Fee-Only Fiduciary designed for the middle-class millionaire.

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Finley Wealth Management Douglas Finley, MS, CFP, AEP, CDFA
Estero, Florida

Serving Clients Nationwide

A Fee-Only Fiduciary designed for the middle-class millionaire.

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Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Living in Retirement
  • Socially Responsible Investing
  • Taxes

About Me

“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.”

Mr. Finley’s credentials and associations 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: NAPFA, National Association of Personal Financial Advisors
✅ Active Member: FPA, Financial Planning Association, National and Local Chapter
✅ Active Member: The National Association of Estate Planners & Councils
✅ Active Member: The Naples Estate Planning Council
✅ Active Member: American Mensa Ltd.

✅ CFP® Professional Education Program, The College for Financial Planning, Denver, CO.

Professional Designations

  • Accredited Estate Planner (AEP)
  • Certified Divorce Financial Analyst (CDFA)
  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors

Primary Location

10600, Chevrolet Way, Estero, Florida, 33928

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a complimentary introductory meeting online or in our Estero office. We look forward to getting to know you and will use this meeting to help you decide if our firm is right for you.

Offers Investment Management

Yes

About our Firm

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 Management, 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.

Education

Bachelor of Science Degree, Finance, Arizona State University, Tempe, Arizona | Master of Science Degree, Finance, College for Financial Planning, Denver, Co.

Awards and Honors

  • 🏆 MD Preferred Service Award - Recognition of excellence in service to area medical professionals.
  • 🏆 Guide to America’s Top Financial Planners - Douglas Finley, MS, CFP, AEP, CDFA was honored by The Consumers’ Research Council of America, a Washington, D.C. based research organization, that provides consumers’ information guides for professional services throughout America.
  • 🏆 Best In Client Satisfaction for Wealth Managers - In the Gulfshore Life Readers Polls. Douglas Finley, MS, CFP, AEP, CDFA has been honoured year after year by his peers and the investor community in Lee & Collier counties.

Badges

Languages

  • English

Who We Serve

  • Baby Boomers
  • Business Owners
  • Couples
  • Divorce
  • Dual Income Family
  • Intergenerational Families
  • Living in Retirement
  • Parents

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