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- Finley Wealth Advisors provides comprehensive financial services to assist clients in managing and growing their wealth.
- Their team of experienced advisors offers personalized financial advice tailored to each client’s specific needs and goals.
- With a thorough understanding of the financial industry and market trends, Finley Wealth Advisors helps clients make informed decisions for their financial future.
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- High net-worth individuals
- Retirees
- Business owners
- Families
- Professionals
- Any potential conflicts of interest that may arise in providing financial advice
- Any past disciplinary actions taken against the firm or its advisors
- The firm’s code of ethics, which outlines their commitment to acting in the best interest of their clients
How does the advisor help clients – Key Takeaways:
Facts and Insights
Finley Wealth Advisors is a leading financial advisory firm that focuses on providing exceptional service and expertise to their clients. With a team of knowledgeable advisors and a strong track record of success, Finley Wealth Advisors has become a trusted source for individuals and businesses looking to build and protect their wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Finley Wealth Advisors offers a wide range of financial services to help clients achieve their financial goals. These services include:
Client Types
Finley Wealth Advisors works with a diverse range of clients, including:
Fees & Compensation
Finley Wealth Advisors operates on a fee-only basis, meaning they do not earn commissions from selling financial products. This allows them to provide unbiased advice and act in the best interest of their clients. The firm’s fees are based on a percentage of assets under management, ensuring that their goals are aligned with their clients’ goals.
Background
Finley Wealth Advisors was founded by John Finley, a highly experienced financial advisor with over 20 years of experience in the industry. He leads a team of dedicated advisors who are committed to helping clients achieve financial success.
Financial Advisor Disclosures to Know
As with any financial firm, Finley Wealth Advisors has a set of disclosures that clients should be aware of. These include: