Finley Davis is proud to be an Owner-Firm of Lion Street, a leading national financial services company comprised of over 200 independent Owner-Firms. As an Owner-Firm of Lion Street, Finley Davis is held to the highest ethical standards and approved by an Executive Committee. Each advisor is a stockholder in Lion Street, similar to being a partner in a law or tax firm, which is why we use the term “Owner.” Affiliation with Lion Street is by invitation only, and firms are carefully selected to be part of this prestigious network.
Our clients turn to us for comprehensive wealth management that’s supported by our partnership with Lion Street Financial—a national network of more than 200 independent financial firms. Lion Street vets its member firms through a careful selection process, emphasizing ethical standards and leveraging an executive committee for approval. This relationship gives us access to life insurance solutions and planning tools that support legacy and wealth transfer strategies. Through Lion Street, Finley Davis is able to offer a wide range of life insurance solutions and estate planning strategies designed to help clients align their financial plans with their long-term goals for family and philanthropy.
As an Owner-Firm of Lion Street, Finley Davis is part of a nationwide network of experienced wealth managers committed to providing top-tier financial strategies and solutions. This network strengthens our services while allowing us to provide you with the personal dedication of a local firm.
Our strength comes from this powerful combination: national resources with personalized care. Through this network, we bring the best of the Lion Street financial services directly to you.
Investment Advisory Services offered through RiskBridge Advisors, LLC d/b/a Finley Davis Private Wealth (“RiskBridge”) (RB) or Lion Street Advisors, LLC (LSA), registered investment advisers with the SEC. Registration does not imply a certain level of skill or training. Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC, through Finley Davis Financial Group, Inc. (FDFG). RB and FDFG are not affiliated with LSA or LSF.
