About My Practice
Mr. Finley founded Finley Wealth Management a Fee-Only Registered Investment Advisor, with the goal to create a firm that eliminated the conflicts of interest inherent in the advisor/client relationship. His firm manages assets for high net-worth families, businesses, and charitable organizations on a discretionary basis in the role of fiduciary.
An unbiased approach and a dedication to personal service has earned the firm both local and national recognition. “MD Preferred Service Award”, recognition of excellence in service to area medical professionals. “Guide to America’s Top Financial Planners” Published by the Consumer Research Council of America, an independent research company based in Washington, D.C. “Best In Client Satisfaction for Wealth Managers” in the Gulfshore Life Readers Polls four consecutive years in a row.
Partner with a trusted investment advisor with over a decade of experience. Receive your financial advice from an independent Certified Financial Planner Practicioner, active member of The Financial Planning Association and National Association of Estate Planners & Councils.
CFP®, CERTIFIED FINANCIAL PLANNER™
Master’s Degree, Financial Planning, College for Financial Planning, Denver, Co.
Bachelor’s Degree, Finance, Arizona State University, Tempe, Arizona
CFP® Professional Education Program, The College for Financial Planning, Denver, Co.
Active Member: FPA, Financial Planning Association, National and Local Chapter
Active Member: The National Association of Estate Planners & Councils
Active Board Member: Lee County Estate Planning Council
Active Member: American Mensa Ltd
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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