Welcome, Finley Wealth Advisors Clients
We're Excited to Meet You
A Note From Doug:
"We are writing to share some great news with you. Over the past five years, we have experienced rapid growth, and to maintain our client-first mentality, we have navigated increasing our capacity. I began exploring potential fiduciary RIA firms that we could partner with to add capacity without disrupting customer service.
Over the past several months, we have established a close relationship with the AA Financial Advisors, LLC (AAFA) team, a family-owned fiduciary RIA firm with over 60 years of experience and a presence in the Midwest and South Florida. AAFA shares our client-first philosophy when providing financial planning and investment advice, and like us, they consider their fiduciary duty to you above all else.
We, along with our expanded team, look forward to continuing to serve you and provide investment advisory services for many years to come."
Frequently Asked Questions
For the past two years, Doug has been hard at work serving the most important people in his life, his clients. As part of that commitment, he developed a succession plan and sought a firm that shares Finley Wealth Advisors’ client‑first philosophy.
From our very first conversation with Doug, it was clear that our strategies, beliefs, and values were closely aligned. As our relationship grew, Doug and AA Financial Advisors mutually agreed to partner together for the near-term as a strategic partner, and for the long-term as a successor.
AA Financial Advisors, LLC is our RIA (Registered Investment Advisor) arm of the business that has been around since the 1980’s, focused on investment management and financial planning. While Antolino & Associates is our flagship brand that has been in business since 1960! To simplify things and for branding purposes, ANTOLINO is a refence to either AA Financial Advisors, LLC or Antolino & Associates, Inc.
For now? Nothing. There's no changes from the service you know and trust. Doug will still be your go-to advisor, with Jae and Amber providing their ongoing support. We'll be behind the scenes, working to add even more value and efficiencies on top of the service you already enjoy.
We look forward to introducing ourselves and sharing more with each of you as we begin collaborating with Doug’s team.
For 60+ years, our firm has been dedicated to a single goal for our clients: Help Dreams Happen. Our team strives to be the best in the world at learning and understanding your unique dreams, goals, and ambitions so we can empower you to make financial decisions with confidence. Since 1960, we have continually innovated and optimized our tools to help you preserve, build and transfer wealth, with a strong focus on investment management for our valued clients.
As we continue to grow, we have been seeking firms with whom we could join forces to expand our presence in Southwest Florida. Doug’s fiduciary commitment and investment philosophy immediately resonated with our own. With Doug, Amber, and Jae joining us, we are thrilled to welcome three outstanding "A-Players" to our team!
You can access our ADV Disclosure Brochure Here.
You can view a copy of the original letter that was mailed out to you November 26th, 2025 by Doug: Here.
For more information on our firm, please explore the rest of our website