Douglas Finley, MS, CFP, AEP, CDFA / Financial Advisor in Estero, Florida

Are you looking for unbiased financial advice or another well-rehearsed sales pitch?

At Finley Wealth Management, a promise of objective advice is more than just words, we are compensated exclusively by the fee paid to us by you, our client. You simply pay for our expertise, with a transparent professional fee. We have no products to sell, commissions to attain, or quotas to meet.

It's our firm belief that professional advice and product sales are incompatible. As Fee-Only Certified Financial Planners we sell advice where your dreams are the basis for our advice. Traditional Financial Advisors or Brokers most often sell products that are the motivation for the "advice" they give. When you work with us you receive objective advice from a Fee-Only Certified Financial Planner.

We act in a fiduciary capacity when advising our clients, and this is much more unique than you might imagine. The vast majority of employees of banks, brokerage firms, and insurance companies charge a management fee part of the time and are commissioned salespeople at other times. These brokers call themselves fee-based, attempting to confuse you into thinking they are fee-only.

Specialties

401k Rollover Advisory And Investment Management Annuities & Life Insurance As-Needed Financial Planning Asset Protection Business Owners Cash Management & Budgeting Certified Financial Planner CFP ® CFP® Charitable Planning College Planning Comprehensive Financial Planning Divorce Planning Education Planning Education Planning- Fee-Only Estate Planning Experienced Family Financial Planning Fee Only Fee-Only Fiduciary Fiduciary Advisor Financial Advisor Financial Life Planning Financial Planner Financial Planning Financial Planning Advice And Services Financial Planning Association Member Financial Planning For Physicians Financial Planning For Women Goal Planning High Net Worth Planning Hourly Financial Planning Income Tax Planning Independent Investment Advisor Inter-generational Wealth Planning Investment Advice Investment Advisory Investment Consulting Investment Management Investment Planning Investment Policy Statements Investment Review And Planning. Investment Services Investments IRA Legacy Planning Life Insurance MBA Medical Professionals Mutual Funds Passive Investment Strategies Personalized Investment Management And Advice Portfolio Management Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Retirement Planning & Investing Retirement Planning Advice And Services Retirement Planning. Retirement Scenario Planning Retirement Solutions & Planning Rollover Of 401k Or IRA Rollovers Socially Responsible Investments Special Needs Planning Specialize In Retirement Planning And Retirement Distribution Strategic Tax Planning Sustainability Tax Management Tax Planning Wealth Management Women's Issues
Suggestions will appear as you type. Example: Cary, NC.
Please describe your needs and any special services you may require. SUPER IMPORTANT: Do not use foul language or include web links to websites (even if they are yours). We ignore those contact requests. Thanks!

Optional, but recommended. Leave this set to Yes and save yourself time and money; NestEggZone.com will help you find the best financial advisor for your needs!
Optional, but recommended. An email is required if a phone number is not provided.
Optional, but recommended.

NestEggZone.com is © Copyright Sudden Ventures, Inc. ( 0.050 secs on 06/20/24)

Privacy Policy | Accessibility Statement

Activate High Contrast Mode