Douglas Finley, MS, CPWA®, CFP®, AEP®, CDFA®

What is your role at ANTOLINO Wealth Advisors?

As a Private Wealth Advisor, I work closely with individuals and families to help them navigate complex financial decisions and build long-term strategies aligned with their goals. My focus is on providing objective advice grounded in fiduciary responsibility, evidence-based investment principles, and thoughtful financial planning.

Prior to joining ANTOLINO Wealth Advisors, I founded Finley Wealth Advisors in 2006 as a fiduciary Registered Investment Advisor. The firm was built on the belief that financial advice should be transparent, objective, and free from unnecessary conflicts of interest. In 2026, Finley Wealth Advisors joined ANTOLINO, bringing together two firms that share a commitment to disciplined investment management and long-term client care.

Tell us about yourself and your family.

I have spent much of my career focused on helping clients simplify complex financial decisions and plan confidently for the future. Over the years, I’ve had the opportunity to work with individuals and families navigating a wide range of life transitions—from retirement planning to multigenerational wealth considerations. Outside of work, I value time with family and maintaining balance between professional life and personal interests.

Why did you pursue a career in finance?

Early in my career, I observed that financial services were often built around unnecessary complexity that made it difficult for investors to fully understand the advice they were receiving. That realization shaped the direction of my career. For more than two decades, my goal has been to help bring clarity to financial planning and investment management by focusing on transparency, disciplined decision-making, and evidence-based strategies. I’ve also worked to educate clients on the compensation structures and incentives that can exist within the financial industry so they can make informed decisions.

What do you do for fun?

Outside of the office, I enjoy continuing to learn about developments in financial markets, economics, and investment research. I also value spending time with family and staying engaged in activities that promote balance and long-term perspective—both of which are important in finance and in life.