Finley Wealth Advisors

The typical client of our firm has retired to our small corner of the world - Southwest Florida. They were likely referred to us by a current client or another professional, although not always. They have typically accumulated a substantial nest egg over their lifetime, now it's time to reap the rewards of their efforts.

Mr. Finley founded Finley Wealth Advisors in February of 2006, as a Fiduciary Fee-Only Registered Investment Advisor, with the goal of creating a firm that eliminated the conflicts of interest inherent in the financial planner - advisor/client relationship. The firm specializes in wealth management for the middle class millionaire.

Are you ready to become a better investor - to enhance your understanding of the most important principles that drive the creation of wealth - without it hurting a bit? As you begin reading, you'll find insights for building your wealth with evidence, not emotion, guiding your way.

That's because our insights are based on solid principles formed by nearly 70 years of peer-reviewed inquiry into how capital markets efficiently and effectively deliver long-term wealth to patient investors.Don't worry, unless you specifically ask us about it, we'll skip the Greek calculations and multi-factor modeling.

At Finley Wealth Advisors we are passionate about helping caring people simplify the complicated world of investing consistent with sustainable values. Achieve your financial goals with meaningful investments. If there's one trait most of us share, it's a desire to make the world a better place. No wonder there's so much interest in sustainable investing.

Behavioral finance -- or how our behavioral biases impact our best financial decision making -- wasn't even an official "thing" until relatively recently. We cringe at the very market risks that are expected to generate our greatest rewards All the while, we rush into financial markets, only to fret and regret our past performance long after the deed is done.