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The Power of Compound Interest Where Is the Market Headed? Retiring the 4% Rule The Cycle of Investing

At Finley Wealth Management, a promise of objective transparent advice is more than just words, we are compensated exclusively by the professional fees paid by our clients.

As an independent fee-only advisor, our compensation is straight forward and easy to understand. There are no sales commissions or other conflicts of interest. As a fiduciary, we are held to the highest standards of ethical conduct, legally obligated to act in the best interest of our clients at all times.

Working with a limited number of individuals and families enables us to provide a level of personal service that is rare in today’s world. We have the time to communicate with clients, listen to their needs, and find the best solutions. It is our belief that client relationships should be built upon objective advice, trust, and mutual respect.

As experienced independent CERTIFIED FINANCIAL PLANNERTM practitioners we pull the pieces together for you, in a meaningful and coherent fashion.

Beginning with our first meeting, we work to discover your most essential goals and aspirations, before developing any financial recommendations. Once we have a clear understanding of your circumstances, we will develop a sound financial plan specifically tailored for you. 

Most people struggle to separate their emotions from their investment decisions. Following a reactive cycle of excessive optimism and fear will lead to poor decisions at the worst times. We believe that a disciplined academic approach will produce the best long-term results. Our investment philosophy is based on Nobel Prize winning academic research.


Our investment portfolios are well-balanced, risk managed, broadly diversified, low-cost, and highly tax-efficient.

If you are interested in learning about the benefits of our approach to comprehensive wealth management, we invite you to contact us for an initial consultation.


  "I still find each day too short for all the thoughts I want to think, all the walks I want to take, all the books I want to read, and all the friends I want to see." - John Burroughs 

Finley Wealth Management is a Independent Fee-Only Financial Advisory Firm located in Estero, Florida. We provide guidance to individuals & families in Fort Myers, Naples, Estero, Sanibel, Captiva, Bonita Springs, Cape Coral and beyond. Our fee only wealth management services include retirement planning, estate planning, income tax planning, investment management, & personal financial planning.


 

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