Case Study: Doug
Multi-Generational Team
At ANTOLINO, continuity isn’t an afterthought—it’s the foundation. With multi-generational leadership in place, Doug was confident his clients had found a long-term home, not just a short-term solution.
National Presence, Hometown Feel
While we’re deeply rooted in relationships, our reach extends nationwide. Our infrastructure, experience across markets, and ability to support clients wherever life takes them allowed Doug to continue to scale—without losing the personalized care his clients expect.
More Time for What Matters
After more than two decades at the helm of Finley Wealth Advisors, Doug wanted to reclaim time—to travel, unplug, and explore places like Tibet, Yosemite, and Gatlinburg. With a deeper bench supporting the business, Doug can step away confidently, knowing his clients are cared for and the firm continues to move forward.
True Fiduciaries
Culture isn’t something we talk about—it’s how we act as fiduciaries every day. Our commitment to always doing what’s right for clients was a key reason Doug chose to partner with us, knowing his clients have come to trust him as a fiduciary. That same mindset drives how we protect advisor legacies, care for clients, and integrate teams in a way that feels thoughtful, respectful, and genuinely aligned.
Case Study: Greg
For over 15 years, Greg operated as a solo advisor, always doing what was right for his clients. When he turned 60, a conversation with ANTOLINO around succession planning sparked a new perspective. Through that process, we helped Greg recognize the full value of what he’d built—his business, his relationships, and his legacy—and quickly aligned on a partnership that would protect his clients while giving him a clear path forward
"As I approached my 60th birthday, I began planning for a transition into retirement. I was ready to slow down and wanted to enjoy this next phase of life while I was still active and able to fully experience it. At the same time, I had built long-standing relationships with my clients and employees, and it was important to me that both were taken care of. I was looking for a succession solution that would allow me to step away confidently, knowing my clients would continue to receive the same level of service and investment strategy."
Schwab Custody
With both our firms custodied with Charles Schwab, the transition felt natural from the start. With a thoughtful negative consent approach and a clear plan in place, bringing Greg and his clients into the team was a smooth process.
The UltraVision System®
Greg spent years guiding clients through the CFP Board’s 7-step financial planning process, an advancement of his earlier approach. But after witnessing The UltraVision System® firsthand, he was confident his clients would continue to receive the level of care and planning they deserved with ANTOLINO's financial planning process.
More Time for What Matters
A dedicated Rotary member for more than 30 years—and now District 6740 Governor—Greg has always prioritized giving back. Partnering with ANTOLINO gave him the time and freedom to deepen his commitment to the organization that helped shape his path.
Team Approach
Greg spent years as a solo advisor, carrying the full weight of client relationships and day-to-day operations. Through partnership, he gained the support of an experienced planning team—unlocking new ideas for his clients and creating meaningful capacity in his schedule.
The ANTOLINO Advantage
$1.5B+ AUM
60+ Year History
Ahead of The Curve
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Dedicated Committees, Intentional Progress
ANTOLINO maintains dedicated committees for each business unit—Financial Planning, Marketing, AI, and more—ensuring every part of the firm is continuously evolving. Participate directly, or have peace of mind knowing the business is being refined for the long term. -
"We're a 60+ year old firm with the energy of a startup"
Partnering with a firm our size offers the best of both worlds: the depth, resources, and continuity of a larger organization—without the bureaucracy or loss of personal influence that often comes with one. You gain real support and scale while still being known, heard, and involved. Every decision‑maker on our leadership team is actively involved in the day‑to‑day operations of the business. No Private Equity or outside influences to alter what we do best. -
Your Investment Strategy, Secured
We view it as our responsibility to carry forward our partners’ legacies—delivering the same level of care to their clients that they’ve provided for years. Our Investment Team is experienced in thoughtfully institutionalizing your portfolio strategy, ensuring your approach continues seamlessly into retirement and, where appropriate, can even be extended across our broader client base. -
Proven Through Real Partnerships
Over the past five years, we’ve partnered with six advisors and firms to thoughtfully design succession plans—each with a different runway to retirement. While no two partnerships looked the same, each succeeded because of our flexibility and commitment to meeting the needs of both our partners and their clients. Whether you’re seeking a flexible exit, a path to meaningful growth, or a highly competitive valuation, we’re confident we can support you and your clients every step of the way.
What Makes Us Different
Freedom
More Time back in Your Pocket
Flexibility
More Time to Spend your Day how YOU want
Legacy
Your Legacy Preserved (Investments Strategy, Client care, and more)
Growth
Grow Faster than you ever have
Infrastructure
25+ team members excited to help
Unlike private equity-backed aggregators, we are an employee-owned independent RIA. Decisions are made by people who serve clients daily — not external investors.
We combine our Succession Feasibility Study with a proven transition process and system built to support every stage of your succession plan. We don’t believe in forcing outcomes or “one-size-fits-all” solutions—our partnerships are intentional, grounded in deep alignment across values, culture, clients, and long-term objectives.
