Invest in yourself and your skin because you deserve it.
At Finley Wealth Advisors, we are committed to providing personalized wealth management solutions to individuals and families in South Florida. As a fee-only fiduciary wealth management firm, we put your interests first and foremost. Our experienced team of financial professionals has years of experience in helping individuals achieve their financial goals.
Our Services
At Finley Wealth Advisors, we offer a wide range of services designed to help you manage your wealth effectively. From tax planning to investment management, we take a comprehensive approach to help you achieve your financial goals. Our services include:
Wealth Management: We provide customized wealth management solutions tailored to your unique financial situation and goals.
Wealth Protection: We help you protect your wealth from market volatility and unexpected events through a variety of strategies and risk management techniques.
Tax Planning: Our experienced team of tax professionals helps you minimize your tax liability through strategic tax planning and optimization.
Retirement Planning: We help you plan for a secure and fulfilling retirement, taking into account your goals, income, and expenses.
Investment Management: Our experienced investment advisors manage your investments using evidence-based investment principles and a disciplined approach to investing.
Estate Planning: We help you transfer your wealth to future generations or charitable organizations, minimizing taxes and ensuring your legacy is protected.
Our Team
Our team of experienced financial professionals has years of experience in the financial services industry. Led by Douglas Finley, MS, CPWA, CFP, AEP, CDFA, our team is dedicated to providing personalized service and expert guidance to help you achieve your financial goals.
Our Philosophy
At Finley Wealth Advisors, we believe in putting our clients' interests first and foremost. We operate as a fee-only fiduciary wealth management firm, which means we do not receive commissions or incentives from the financial products we recommend. Our goal is to help you achieve your financial goals, not to make a profit from financial products.
Our Commitment
We are committed to transparency and honesty in our dealings with our clients. We believe in taking a comprehensive approach to financial planning and investing, using evidence-based investment principles and a disciplined approach to investing.
Get Started
Contact us today to schedule a consultation with one of our experienced financial advisors. We look forward to helping you achieve your financial goals.
Exceptional Financial Planning and Advice
Professionalism and Expertise
The reviewers rave about the professionalism and expertise of Finley Wealth Advisors, particularly Doug Finley and his team. They are praised for their deep understanding of the financial landscape, tailored advice, and ability to simplify complex financial concepts.
Personalized Service and Communication
The reviewers appreciate the personalized service and communication they receive from Finley Wealth Advisors. They mention that the team is always punctual, well-prepared, and respectful, with clear agendas and actionable steps. They also appreciate the prompt responses to their queries and concerns.
Trust and Confidence
The reviewers express their trust and confidence in Finley Wealth Advisors, stating that they have their best interests at heart. They appreciate the fee-only approach, which alleviates concerns about commissions and biases.
Positive Impact on Financial Well-being
The reviewers credit Finley Wealth Advisors with improving their financial well-being, whether it's through creating a robust financial plan, helping them get out of bad investments, or growing their investments more than expected.
