Investment Growth

Your Vision, Amplified Through Strategic Management

Finley Davis offers investment strategies designed for those who seek to secure, grow, and transfer their wealth with purpose. Our tailored approach aligns your investments with your unique goals, carefully balancing performance and risk. Let us craft a customized plan that helps you navigate today’s financial landscape with the confidence and precision that comes from experienced guidance and a shared commitment to your success.

Portfolio
Diversification

We help you achieve your long-term goals with a well-diversified portfolio. We create personalized action plans to build a diverse portfolio that spreads risk across asset classes and sectors. Our data-driven approach helps keep your portfolio resilient through market cycles, providing a solid foundation for steady growth and wealth protection.¹

Risk
Management

Managing risk is essential to preserving wealth. That’s why we offer advanced, personalized risk management strategies that are customized to your unique financial situation. No matter how complex your financial legacy is, we provide data-driven advice and solutions that help minimize exposure and safeguard your capital in an ever-changing market environment.

Alternative Investments

We go beyond traditional portfolios to incorporate innovative strategies that include alternative investments for hard-to-place assets. From real estate and private equity to venture capital and tangible assets, our tailored approach unlocks potential growth and enhances diversification. With out-of-the-box planning, we help align these unique opportunities with your broader financial goals, creating a portfolio that works as hard as you do.²

Family Office Banking Services

Streamline your family finances with our comprehensive banking solutions designed to support your unique needs. From seamless account access and tailored banking services to investment lines of credit, we provide the tools to manage liquidity, fund growth, and maintain operational efficiency. We understand the complexities of family businesses and offer personalized strategies to help you achieve financial flexibility and long-term success.

¹ Diversification and asset allocation do not guarantee a profit or protect against loss.
² Investing in alternative assets may involve higher risks than traditional investments and may be unsuitable for some investors.

Contact us today about Investment Opportunities

Our Latest News and Resources

The Psychology Behind Wealth Management

The start of a new year is often a time for reflection and renewal. For high-net-worth individuals (HNWIs), it’s also an opportunity to reassess financial goals, fine-tune investment strategies, and ensure that their wealth is aligned with their vision for the future.

Divided Congress, Stronger Markets

As we head into another election cycle, the political uncertainty can leave many investors questioning their financial future. But history shows that a divided Congress may actually benefit the markets—bringing stability when you need it most.

Staying Invested Through the Election: Why Staying the Course Matters

Just like sailing a boat through rough seas, managing your investments during election season requires a steady hand. Stay invested. Stay on course. Your future depends on it.

Election Proof Your Estate: Protect What Matters Most

In a world where laws and tax policies are constantly changing, the security of your family’s future can feel uncertain. But with the right plan in place, the legacy you've built will continue to support and inspire the generations that follow.

Get in Touch with Us

2911 Tennyson Avenue #301
Eugene, OR 97408

wealth@finleydavis.com

(541) 342-2224

Quick Links

brokercheck.finra.org
© 2024. FINLEY DAVIS FINANCIAL GROUP. ALL RIGHTS RESERVED. SITE DESIGN.SECURITIES OFFERED THROUGH LION STREET FINANCIAL, LLC (LSF), MEMBER FINRA, SIPC. INVESTMENT ADVISORY PRODUCTS AND SERVICES OFFERED THROUGH LION STREET ADVISORS, LLC (LSA), AN INVESTMENT ADVISOR REGISTERED WITH THE SEC. LION STREET FINANCIAL, LLC AND LION STREET ADVISORS,LLC DO NOT PROVIDE TAX OR LEGAL ADVICE, AND ARE NOT AFFILIATED WITH FINLEY DAVIS FINANCIAL GROUP INC. REPRESENTATIVES MAY TRANSACT BUSINESS, WHICH INCLUDES OFFERING PRODUCTS AND SERVICES AND/OR RESPONDING TO INQUIRIES, ONLY INSTATE(S) IN WHICH THEY ARE PROPERLY REGISTERED AND/OR LICENSED.
‍LionStreet Financial, LionStreet Advisors.

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