Douglas Finley, CFP®, MS Finley Wealth Management

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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.

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Ideal Clients

  • Baby Boomers
  • Investment Planning & Management
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly: $250
  • Hourly: $250
  • AUM: 1% up to $2M

 

SEC Records

States Registered

  • Florida

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