Finley Wealth Advisors

Finley Wealth Advisors was purposefully designed for the middle-class millionaire, with $1 to $10 million of wealth, as big fish in our right-sized pond. As a boutique wealth management firm, we provide customized financial planning and investment advisory, in the context of a fee-only fiduciary relationship. We utilize low-cost, globally diversified, tax-efficient portfolio design, combined with well-planned tax-efficient income distribution strategies. Our wealth advisory relationship with clients is designed to grow, preserve, and protect their wealth.