Finley Wealth Advisors

We broke away from the big banks to start our own firm with an obsessive focus on improving client outcomes using active risk management, enriching client knowledge, and understanding client expectations. We also believe in clients understanding the role their “advisor” has in their financial lives. Our goal is to bring truth to light with regards to your financial relationships We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the North Fort Myers, FL area, Kathleen S Butler will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.