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Finley Wealth Advisors

EST. AUM
$119,512,876

CONTACTS
3

CLIENT ACCOUNTS
72

Firm Details

Metro area Naples
CRD Number 142776
Website mywealthadvisor.com
Client types

Overview

Finley Wealth Advisors is a fee-only wealth management firm that provides financial planning, retirement planning, estate planning, and fiduciary services. The firm has offices in Fort Myers, Naples, and Estero and serves individuals and families in Lee County, Collier County, and surrounding areas along Florida’s west coast. Finley Wealth Advisors works with investors, retirees, and high-net-worth individuals to develop retirement plans and investment strategies based on their financial goals and risk tolerance. As a fee-only firm, it does not receive commissions or third-party compensation. The firm focuses on tax planning, asset management, wealth transfer, and financial protection. Its team of financial professionals provides wealth management services to professionals, business owners, and executives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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