MS, CFP®, AEP®, CDFA®
Finley Wealth Management, LLC
Specializing in Fee-Only financial planning and investment management for high-net-worth individuals and families in a fiduciary capacity.
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.
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: Lee County Estate Planning Council
- Active Member: American Mensa Ltd.
- CFP® Professional Education Program, The College for Financial Planning, Denver, CO.
Douglas Finley is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
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. Our experienced Certified Financial Planner™ professional, Douglas Finley, has helped many people achieve financial peace of mind. He believes in getting to know who his clients are and what’s more important to them, not just what they have. He knows that a thoughtfully executed financial planning is about much more than just the numbers.
When you sit down together to talk for the first time, he’s going to get to the heart of what’s truly important in your life. This will guide all that he does 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Douglas Finley is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Douglas Finley 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.
Douglas Finley is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Douglas Finley is an Accredited Estate Planner® (AEP®)
Professional estate planners can obtain an accreditation that acknowledges their experience and specialization in estate planning. Awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
Douglas Finley is a Certified Divorce Financial Analyst® (CDFA®)
A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
Finley Wealth Management, LLC has access to Dimensional Funds
The Dimensional approach focuses on academic research that isolates the factors that tend to outperform the broad market over long time periods and the risk characteristics that can be eliminated from a portfolio. While indexes are simply measures of an asset class, DFA funds aim to efficiently capture the excess returns of an asset class without taking uncompensated risk—and at a low cost.
Contact Douglas Finley
10600 Chevrolet Way
Estero, FL 33928
780 Fifth Avenue
Naples, FL 34102