Finley Wealth Advisors
Business hours
| Monday | 9:00am to 5:00pm |
| Tuesday | 9:00am to 5:00pm |
| Wednesday | 9:00am to 5:00pm |
| Thursday | 9:00am to 5:00pm |
| Friday | 9:00am to 5:00pm |
| Saturday | Closed |
| Sunday | Closed |
About us
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.
| Tags | Financial Advisor,Wealth Management,Fiduciary,Financial Planner,Investment Advisor,Fee Only,Retirement Planning,Sustainable Investing,Green Investing,Wealth Advisors |
| Services | Financial Planning,Investment Management,Tax Planning,Wealth Management,Estate planning |