Our ability to provide exceptional comprehensive wealth management comes from the strength of our partnership with Lion Street Financial. As an elite network of more than 200 top-tier, independent financial firms across the U.S., Lion Street provides an unbreakable foundation for our tailored strategies and solutions. As a part of this highly selective network of financial firms, Finley Davis gains access to cutting-edge financial planning tools and specialized resources exclusively available to the nation’s most distinguished firms.
As a client of Finley Davis, you gain privileged access to a suite of resources and opportunities designed exclusively for your benefit.
While Finley Davis remains your committed partner for tailored solutions that meet your unique financial goals, it is the strength behind our firm–our partnership with Lion Street–that enables us to support your financial future with custom-tailored solutions.
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.
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.
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© 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.
