Where are Finley Wealth Advisors employees located globally?

Finley Wealth Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Finley Wealth Advisors's team size changed over time?

Finley Wealth Advisors's team has decreased from approximately 3 to 2 employees based on available data.

Finley Wealth Advisors Employee Directory

Investment ManagementFlorida, United States2-10 Employees

Finley Wealth Advisors is a fee-only investment management firm offering financial planning, retirement planning, and estate planning for clients in southwest Florida. With offices in Fort Myers, Naples, and Estero, the firm serves communities across Lee and Collier Counties and other coastal areas along Florida’s west coast. The firm works with investors, retirees, families, and high-net-worth individuals to align planning and investment strategies with their financial goals and risk tolerance. It operates on a fee-only model, ensuring advisors are compensated by clients and do not receive commissions or third-party incentives. The approach emphasizes personalized retirement plans and wealth management without product sales, supporting long-term relationships among retirees, business owners, and professionals in the region.

Finley Wealth Advisors Global Highlights

North America
2

United States Of America
2

Finley Wealth Advisors's Leadership

J. C.
Chief Compliance Officer
Mobile Phone
Email
D. F.
President
Mobile Phone
Email

Finley Wealth Advisors Employee Metrics

100%

50%

2026

2025

Banking
Business
Legal
Accounting
Administrative
Other
Analytics

Contact profiles from Finley Wealth Advisors

Name

Title

Contact Info

Location

Last Update

D. F.
President
Mobile Phone
Email
United StatesFlorida
Jun 08, 2026
J. C.
Chief Compliance Officer
Mobile Phone
Email
United StatesFlorida
Nov 16, 2025

Frequently Asked Questions

What is Finley Wealth Advisors known for?

Finley Wealth Advisors was founded in 2006 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-239-267-****

. Explore Finley Wealth Advisors's company overview page for more information.

What is Finley Wealth Advisors's most common email format?

Finley Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Finley Wealth Advisors email formats with LeadIQ.

How many employees does Finley Wealth Advisors have currently?

Finley Wealth Advisors has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Finley Wealth Advisors's key employees and leadership?

As of July 2026, Finley Wealth Advisors's key employees include:

Chief Compliance Officer: J. C.
President: D. F.

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Finley Wealth Advisors Employee Directory

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