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

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As your net worth grows, so do the risks. Private Placement Life Insurance (PPLI) offers high-net-worth individuals a discreet, powerful way to help reduce tax exposure, enhance privacy, and protect assets for the next generation.

Why Staying Invested Is One of the Most Powerful Wealth Strategies

Staying invested matters. Missing just a few of the market’s best days can significantly reduce your returns over time. Long-term discipline often beats short-term timing.

Are You Treating Your Passion Investments Like Real Assets?

You’ve spent years building your wealth, and along the way, you’ve likely acquired fine art, rare wines, vintage cars, or luxury collectibles—not just for their beauty or history, but because they reflect your passion and personal taste.

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.

Get in Touch with Us

2911 Tennyson Avenue #301
Eugene, OR 97408

wealth@finleydavis.com

(541) 342-2224

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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.

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