Finley Davis Financial Group is proud to be an Owner-Firm of Lion Street, Inc. Lion Street is a leading national financial services company comprised of over 200 independent Owner-Firms that specialize in design and planning for high-net-worth families, corporate clients, and successful business owners. Each Owner-Firm is carefully selected, held to the highest ethical standards, and approved by an Executive Committee. The term “Owner” is used, as each advisor is a stockholder in Lion Street, similar to being a partner in a law or tax firm. Affiliation with Lion Street is by invitation only; we have no members.
Being part of an elite national network creates a culture of collaboration and best practices to support each firm in providing the best solutions for their clients. This aligns interests across all owners, which creates the collaboration and a “specialist” mentality that all other owners use. It creates thought leadership across all wealth management/and planning disciplines.
Owner-Firms leverage a state-of-the-art platform with access to all major products combined with sophisticated resources needed to design advanced solutions for clients. As one of the top national distributors, Lion Street maintains influence and scale in the marketplace for the benefit of our Owner-Firms and their clients. As a result, we are able to offer our clients the most competitive solutions available. We do not offer any proprietary products in order to maintain complete objectivity and product-agnostic advice.
