Finley Davis Private Wealth Employee Directory
Financial ServicesOregon, United States2-10 Employees
Finley Davis Private Wealth is a boutique financial services firm based in Eugene, Oregon. It provides high-touch advisory services for clients with complex financial needs, aiming to improve their financial outcomes. The firm frames its approach as a total solution delivered through a financial concierge model, emphasizing a deep understanding of each client’s aspirations and legacy to tailor strategies that address the challenges of managing substantial wealth. Investment advisory services are provided through RiskBridge Advisors, LLC d/b/a Finley Davis Private Wealth and Integrity Alliance, LLC, both SEC-registered investment advisers. Securities are offered through Integrity Alliance, a FINRA & SIPC member, via Finley Davis Financial Group, Inc. Integrity Wealth is a marketing name for Integrity Alliance, and RiskBridge and Finley Davis Financial Group are not affiliated with Integrity Alliance or Integrity Wealth. The entities note that they do not provide tax or legal advice, and that availability of services varies by state and adviser; representatives conduct business only in jurisdictions where they are properly registered, and the materials are intended for U.S. residents.
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