Finley Wealth Advisors Was Purposefully Designed for the Middle-Class Millionaire, With $2 to $20 Million of Wealth, as Big Fish in Our Right-Sized Pond. As a private wealth management firm, we provide customized comprehensive financial planning and investment management, in the context of a fee-only fiduciary relationship. We utilize a low-cost, globally diversified, tax-efficient portfolio design, combined with well-planned tax-efficient income distribution strategies. Our wealth advisory relationship is designed to grow, preserve, and protect your wealth.