Douglas Finley, CFP®, MS Finley Wealth Management
- 10600 Chevrolet Way Suite 222, Estero, FL 33928
- (239) 267-7500
About Douglas Finley, CFP®, MS, AEP, CDFA
Douglas Finley founded Finley Wealth Management, 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. The firm specializes in financial planning and investment management for high-net-worth individuals and families.
Finley Wealth Management’s clients benefit from access to an elite class of funds known as Dimensional funds, offered through Dimensional Fund Advisors (DFA). DFA offers a model of investing based not on speculation but on financial science and decades of research. DFA limits access to its funds to a select group of fee-only registered investment advisors like Finley Wealth Management. Through this relationship with DFA, Finley Wealth Management can give its clientele institutional-level investment advice based on Nobel Prize-winning financial, economic, and academic research. Combine this with the firm’s very low fees and outstanding service and you have an ideal investment management solution.
Recently PublishedThis advisor has no recent blog posts.
- Baby Boomers
- Investment Planning & Management
- Tax Planning
Ways Advisor Charges
- Monthly Fee
- Assets Under Management
- Monthly: $250
- Hourly: $250
- AUM: 1% up to $2M