Finley Wealth Advisors
Fee-Only Wealth Advisor
Finley Wealth Advisors
Fee-Only Wealth Advisor
"We utilize low-cost tax-efficient portfolio design and income distribution strategies to grow, preserve, and protect your wealth." - Amber Braatz, MBA, CFP®
"Our business model is sized to best serve clients with wealth in the range of $2 to $20 million, as big fish in our right-sized pond."
Amber Braatz is an Estero, FL fee-only financial planner. Finley Wealth Advisors provides comprehensive financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Amber Braatz is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.
Amber Braatz has a passion for helping people achieve financial and life goals. She chose to join Finley Wealth Advisors because of the firm's culture of always putting the client first at all times, in all matters.
Amber Braatz is an Estero, FL fee-only financial planner. As a fee-only, fiduciary financial advisor, Amber Braatz is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
Ms. Braatz's credentials and associations include:
- CFP®, Certified Financial Planner™
- CFP® Professional Education Program, Northwestern University, Evanston, IL
- Master of Business Administration, Florida Gulf Coast University, Estero, FL
- Bachelor of Science, University of Florida, Gainesville, FL
- Active Member: NAPFA, National Association of Personal Financial Advisors
- Active Member: FPA, Financial Planning Association, National and Local Chapter
- Active Member: Lee County Estate Planning Council
- Membership Chair: American Business Women's Association, Imperial River Chapter
- Student Mentor, Foundation for Lee County Public Schools
Amber Braatz is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Finley Wealth Management is a boutique fee-only firm offering a respectful holistic wealth management approach through customized financial planning and investments. We form our trusted advisory relationship with clients in a way that is designed to grow their assets, fulfill their needs and achieve their dreams.
Our business model has been purposefully designed for those with $2 to $20 million of wealth, as big fish in our right-sized pond. We limit new client relationships to those with greater than $2 million in investment assets. 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.
We are here for all our client 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning and Tax-Aware Investing
- Comprehensive Financial Planning
- Retirees and Near Retirees
- Business Owners and Executives
- Middle-Class Millionaires
- Medical Professionals
- Sudden Money Situations
- Professional Women
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Amber Braatz is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Amber Braatz is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Finley Wealth Advisors is an Approved Dimensional Funds Advisor
Dimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Amber Braatz
10600 Chevrolet Way
Estero, FL 33928
780 Fifth Ave. S.
Naples, FL 34102
2256 First Street
Fort Myers, FL 33901