The mission of Finley Financial is to empower individuals to maximize and protect their wealth.  Jay Finley is a Certified Financial Planner® certificant who has 25 years of experience helping families understand and manage their retirement and investment options.  Finley Financial is a fee only Securities and Exchange Commission Registered Investment Advisor. 

 

Financial
Planning 

 Finley Financial works with individuals and families during all stages of life as they manage their finances.  

THE FIRM OFFERS

Retirement Planning

 The firm specializes in goal based retirement planning with a focus on flexibility and education. 

Investment Management 

Finley Financial utilizes investments from the best and largest investment firms in the world to build customized individualized portfolios. 

With 25 years of experience, Jay Finley has the knowledge and expertise to ensure professional, goal based financial planning and asset management. 

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VALUE TO CLIENTS

Knowledge That Can Serve Your Needs

The firm helps clients identify and understand financial options with a focus on enjoying their money. Cost and time efficiency, investment choice comprehension and tax savings are all goals of Finley Financial. 

FINLEY FINANCIAL, LLC ("Finley Financial") is an investment advisor registered with the U.S. Securities and Exchange Commission. Finley Financial provides wealth management and investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an Investment Advisory Agreement confirming the terms of the client relationship, and have been provided a copy of the Finley Financial ADV Part 2A brochure document. The information contained in this website is provided for informational purposes only, is not complete, and does not contain material information about making investments in securities including important disclosures and risk factors. Under no circumstances does the information in this website represent a recommendation to buy or sell stocks, bonds, mutual funds, exchange traded funds (ETF's), other securities or investment products.

CONTACT

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© 2020 FINLEY FINANCIAL, LLC. Registered Investment Advisor.
 All Rights Reserved. Client Relationship Summary.

TEL: 503.474-3535