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Finley Wealth Advisors

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Financial Planner in Fort Myers

closed
Today 09:00 AM - 05:00 PM

2256 First Street Suite 140 Fort Myers FL, 33901

(239) 267-7500

website

General Description

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.

Business Hours

Sundayclosed
Monday09:00 AM05:00 PM
Tuesday09:00 AM05:00 PM
Wednesday09:00 AM05:00 PM
Thursday09:00 AM05:00 PM
Friday09:00 AM05:00 PM
Saturdayclosed

Location & Map


Finley Wealth Advisors
2256 First Street Suite 140
Fort Myers, FL 33901
(239) 267-7500
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