Bridging the Pacific Northwest to the World’s Leading Financial Markets: RiskBridge Announces Strategic Partnership with Finley Davis

RiskBridge Advisors, LLC ("RiskBridge") https://www.riskbridgeadvisors.com/, an SEC-registered investment adviser¹ , has announced a strategic partnership with Finley Davis Financial Group, Inc. (“Finley Davis”) https://finleydavis.com/, an award-winning wealth management firm based in Eugene, Oregon. The merged entity will provide investment advisory services as RiskBridge Advisors, LLC d/b/a Finley Davis Private Wealth.

By uniting RiskBridge’s institutional investment capabilities with Finley Davis’s client-first approach, this partnership broadens RiskBridge’s private wealth management footprint and enhances Finley Davis’ access to sophisticated financial strategies, expanded investment opportunities, and dedicated research expertise. Finley Davis Private Wealth is positioned to bridge the financial strength of the Pacific Northwest to the world’s leading financial markets, providing clients with high-level portfolio management while maintaining the personalized service that defines independent wealth management.

Combining Strengths to Elevate Client Experience

“This partnership is about redefining the standard for independent wealth management and expanding our client-first commitment,” said William Kennedy, CEO and Chief Investment Officer of RiskBridge. "We are excited to welcome T.J. Davis and his exceptional team to the RiskBridge family. Together, we can serve more individuals and families across the Western U.S. By combining our risk-aware investment solutions with Finley Davis’ extraordinary client service, we can deliver a truly differentiated private wealth management experience through expanded investment solutions, enhanced financial planning, and integrated wealth management solutions."

"This merger is about seeking to elevate our clients' experience—giving them more investment options, better money management, and access to enhanced wealth planning tools that can help drive better client outcomes," said TJ Davis, CEO of Finley Davis Private Wealth. "By bridging the Pacific Northwest to the world's leading financial markets, we're bringing the strength, resources, and global investment insights of RiskBridge to our clients while maintaining the local, personalized service that defines Finley Davis."

About Risk Bridge

RiskBridge Advisors, LLC ("RiskBridge") is an independent, privately held investment advisory firm specializing in institutional-level investment strategies, risk management solutions, and outsourced chief investment officer (OCIO) services. Headquartered in Norwalk, Connecticut, RiskBridge serves insurers, endowments, foundations, family offices, and high-net-worth individuals, providing data-driven financial insights and customized portfolio solutions. With over $130 billion in assets under advisement, RiskBridge is dedicated to transforming investment risk into opportunity and helping clients achieve sustained business growth, medical breakthroughs, educational advancements, and lasting generational legacies.

About Finley Davis Private Wealth

Headquartered in Eugene, Oregon, Finley Davis Private Wealth is a premier independent wealth management firm, consistently recognized as a leader in private wealth management for its unmatched service and client-focused approach. The firm specializes in customized financial strategies, advanced investment solutions, and tax-efficient planning for high-net-worth individuals, multi-generational families, and business owners. With a strong focus on wealth preservation, business succession planning, and legacy strategies, Finley Davis Private Wealth delivers sophisticated financial solutions typically found at elite institutions—paired with the personal attention and deep commitment that define a truly client-centric firm.

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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