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Finley Wealth Management, LLC is a fee-only fiduciary financial planning and evidence-based investment management firm that caters to wealth management clients in Southwest Florida and across the United States. The company has been providing top-notch financial services for over a decade, helping clients achieve their financial goals through personalized strategies that are tailored to their unique needs.
At Finley Wealth Management, LLC, the team of experienced professionals understands that every client's situation is different. That's why they take the time to get to know each client personally before creating a customized plan that aligns with their goals and objectives. Whether it's retirement planning, tax-efficient investing or estate planning, Finley Wealth Management has the expertise needed to help clients navigate complex financial situations.
One of the things that sets Finley Wealth Management apart from other firms is its commitment to being a fee-only fiduciary. This means that they do not receive commissions or kickbacks for recommending certain products or services. Instead, they work solely for their clients' best interests and are legally bound by fiduciary duty to act in their clients' best interests at all times.
Another key aspect of Finley Wealth Management's approach is evidence-based investment management. This means that they rely on data-driven research rather than speculation or guesswork when making investment decisions on behalf of their clients. By using this approach, they can help minimize risk while maximizing returns over the long term.
Finley Wealth Management offers a wide range of services designed to meet the needs of its diverse clientele. These include retirement planning, tax-efficient investing strategies, estate planning and more. They also offer ongoing portfolio monitoring and rebalancing as well as regular check-ins with clients to ensure that their plans remain aligned with their goals.
For those who are looking for comprehensive wealth management services from an experienced team of professionals who put client interests first, look no further than Finley Wealth Management LLC. With its commitment to being fee-only fiduciaries and evidence-based investment management, clients can rest assured that they are in good hands. Contact Finley Wealth Management today to learn more about how they can help you achieve your financial goals.
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