We’re proud to share that Finley Davis Private Wealth was once again voted Best Financial Planning Firm in Eugene. This recognition reflects more than 40 years of helping women and families build lasting financial legacies.
But awards are just the surface. What matters most is what you can expect when you work with us:
- A team built around you. We focus on understanding your goals, not just your assets. So that every decision connects back to what matters most in your life.
- The strength of compound planning. Our approach integrates investments, taxes, protection strategies, and estate planning in a way that may create stronger long-term outcomes.
- Exclusive access. As our client, you gain access to strategies and opportunities not always available to individual investors.
At the heart of this is what we call the Finley Davis Rate of Return.
Most people think of returns only in terms of market performance. But wealth is about more than investment gains. The Finley Davis Rate of Return reflects the long-term value of making better decisions – at the right moments – across every part of your financial life.
It’s the cumulative effect of:
- Coordinating tax strategy with investment growth to help you keep more of what you’ve earned
- Aligning protection and estate strategies so your legacy is preserved for the next generation
- Timing charitable and family gifts in ways that may multiply their impact
- Working alongside your trusted advisors to bring every piece of your plan together
When each decision compounds on the last, your wealth doesn’t just grow, it works harder for your goals, your family, and your vision of the future.
This is what defines the Finley Davis Rate of Return.
If you’re ready to see how we can help bring your wealth to life, we’d love to start the conversation.
Award granted in August 2025 for the period 2024-2025.Receipt of an award should not be construed as an endorsement of the financialprofessional and is no guarantee of future investment success. No compensationwas paid to apply for or receive the award.
The ‘Finley Davis Rate of Return’ is a planning philosophy, not a financial performance metric or guarantee of investment results.
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.
The opinions / strategies above are for general information only, are not intended to provide specific advice or recommendations for any individual and may not reflect those of Lion Street Financial LLC.
There is no guarantee that the investment objectives will be achieved. Moreover, past performance is not a guarantee or indicator of future results.
Personnel of Risk Bridge Advisors, LLC (“RiskBridge”) prepared this material. The views expressed herein do not constitute research, investment advice, or trade recommendations. RiskBridge may, from time to time, participate or invest in transactions with issuers of securities that participate in the markets referred to herein, perform services for or solicit business from such issuers, and/or have a position or effect transactions in the securities or derivatives thereof.
This material is distributed for informational purposes only. All material presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed, and RiskBridge makes no representation as to its accuracy or completeness. Any opinions, recommendations, and assumptions included in this material are based upon current market conditions, reflect the judgment of RiskBridge as of the date indicated, and are subject to change without notice. You acknowledge and agree that RiskBridge is not obligated to provide any additional information or update such information in making the information available. Securities and/or indices highlighted or discussed in this communication are mentioned for illustrative purposes only and should not be construed as investment recommendations. All investments involve risk, including the loss of principal. Before implementing any strategy, consult with a qualified financial adviser and/or tax professional. This information is not intended to provide investment, tax, or legal advice, and this material is not to be relied upon in substitution for the exercise of independent judgment. This material is not to be reproduced, in whole or part, without the written consent of RiskBridge.
RiskBridge, Lion Street Financial, LLC, and Lion Street Advisor, LLC do not provide tax and legal services.