Your Wealth Management Group for Long-term Growth

At Finley Davis Financial Group, we do more than coordinate your finances and manage your investments. As your wealth management group, we ensure that every detail regarding your finances is considered and planned for accordingly. Our services range from business planning to executive compensation and from tax planning to philanthropic giving. We offer all the necessary tools, services, and expertise to guide you toward your financial and personal dreams.


One-of-a-kind Wealth Management Solutions

Our clients need solutions personalized to them - not canned financial plans from large corporate structures. Our firm offers flexible and innovative solutions customized to the needs of our clients. We listen carefully, think strategically, and offer solid investment advice, so our clients reach their goals.


Your Personal Lifetime Advisor

At Finley Davis, our clients come first. We understand that personalized wealth management requires a thorough understanding of our client's finances and goals. Therefore, we emphasize building relationships with our clients that last over the years. We are a team you can count on now and for many years to come.


Services to Build Your Wealth

Our wealth management group specializes in creating innovative, custom solutions that integrate insurance, tax, and financial insights. We offer the following services for our clients to effectively build and manage their wealth.

Data Aggregation

Line of Credit for Major Purchases

Checking to Provide Cash Flow and Earning Interest on Deposits

Mortgages Involving Residential and Corporate Financing

Trust Services for Greater Breadth of Investment Choices

Learn more about our services >

Personalized Solutions from yourWealth Management Group

At Finley Davis, we know your time is of the essence. So, we toss the pre-made templates and put your relationship with us first. Our wealth management group thinks critically about each aspect of your financial life and creates solutions personalized to your goals. While our financial solutions employ a host of cutting edge tools and strategies, our principles are straightforward. We advise, protect, and manage your wealth for your personal and financial success.

To get started with our wealth management services, please contact us today. 

Meet Your Wealth Management Team >Interested in a Portfolio Review? >