Finley Wealth Advisors

Finley Wealth Advisors is a fee-only wealth management firm offering financial planning, retirement planning, estate planning and other fee-only fiduciary services to clients throughout SWFL. With offices in Fort Myers, Naples and Estero, our fee-only wealth managers serve Lee County, Collier County, Cape Coral, Bonita Springs, Estero, Fort Myers, Marco Island, Naples, Boca Grande, Port Royal, Aqualane Shores, Coquina Sands, and surrounding areas along Florida’s west coast. Dedicated to helping investors, retirees, families and high net worth individuals local to southwest Florida achieve their financial goals without the conflicts of interest common in the industry, our fee-only financial advisors work closely with clients to map personalized retirement plans and investment strategies that take into account current financial situations, future aspirations and risk tolerance. We understand that tax planning, asset management, wealth transfer, wealth protection and wealth planning can be complex and overwhelming. This is why we strive to make things as simple, as straightforward, as ethical and as transparent as can be. To ensure our advice is always in the best interest of our clients, we do not receive any commissions or compensation from third-party sources. We have no products to sell, no commissions to collect, no quotas to meet. The fee-only financial advising model allows our wealth consultants to provide honest, unbiased investment advice. Not to be confused with fee-based wealth planners, where commissions can be received, a fee-only advisor is solely compensated by the client. As SW Florida’s best fee-only financial planners, fee-only investment advisors and fee-only retirement planners, we build long-lasting relationships based on integrity, honesty and mutual trust. Certified, accredited and strategic, we offer financial planning for retirees, business owners, couples, doctors, lawyers, entrepreneurs and corporate executives.

网站

https://www.mywealthadvisor.com

Finley Wealth Advisors的外部链接

所属行业

投资管理

规模

2-10 人

总部

Estero，FL

类型

私人持股

创立

2006

领域

Fiduciary Services、Financial Planning、Retirement Planning、Investment Planning、Wealth Planning、Tax Planning、Education Funding、Charitable Gifting、Wealth Protection、Wealth Transfer、Asset Management、Evidence-Based Investing、Financial Analysis、Goal Setting、Values和Fee-Only