Finley Davis proudly partners with RiskBridge Private Wealth and Lion Street to enhance the depth and reach of our client offerings. Through RiskBridge, we deliver institutional-grade investment strategies and global market insights, while our affiliation with Lion Street provides exclusive access to premier resources and planning tools. These strategic relationships empower us to offer a truly comprehensive wealth management experience—rooted in personal dedication and elevated by industry-leading expertise.
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.
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.
RiskBridge, an SEC-registered investment adviser, is a recognized leader in comprehensive wealth management solutions. With over $130 billion in assets under advisement, RiskBridge applies deep industry experience across a range of financial disciplines, delivering institutional-level investment strategies. As a portfolio manager, RiskBridge excels in investment selection and risk management, both critical for safeguarding your portfolio in volatile markets.
Equipped with RiskBridge’s cutting-edge tools, our experienced team at Finley Davis is uniquely positioned to deliver a holistic approach to wealth preservation and growth. As always, we are committed to working closely with you to develop a personalized strategy that aligns perfectly with your individual needs and financial aspirations.
Leveraging RiskBridge’s expertise in global risk management and institutional portfolio construction, Finley Davis clients gain access to:
This isn’t just about managing wealth—it’s about curating a comprehensive financial experience that prioritizes every detail.
Elite investors don’t simply react to market fluctuations—they anticipate them. Our collaboration with RiskBridge allows us to quickly assess market fluctuations, make strategic adjustments, and adapt portfolios in real time. This proactive approach helps clients:
At Finley Davis, our clients expect more than traditional wealth management—they expect a level of sophistication and precision that redefines financial strategy. Our strategic partnership with RiskBridge delivers exactly that—a fusion of the Pacific Northwest’s strength with institutional-caliber financial strategies from global markets.
United with RiskBridge, a leader in advanced, risk-focused portfolio management, we provide a high-touch, deeply integrated approach to wealth preservation and growth. This collaboration elevates your financial strategy, offering the refined partnership that distinguishes elite investors.
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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