Finley Wealth Advisors

Finley Wealth Advisors is a Fee-Only Fiduciary with an Evidence-Based Approach to Wealth Management. 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. Our business model has been purposefully designed for those with $2 to $20 million of wealth, as big fish in our right-sized pond. 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.

Financial Planning, Investment Management, Tax Planning, Wealth Management, Estate planning