Finley Davis Private Wealth

08/25/2026

Three years in a row! Finley Davis has once again won Best Financial Planning Services in the Eugene Community’s Choice Awards.

And we know exactly who to thank: you.

This recognition is based on your votes, and we simply wouldn’t be celebrating a third win without the clients, friends, families and community members who continue to support Finley Davis.

For 45 years, Eugene has been our home. To continue to have the support of this community means more to our team than we can say.

Thank you for voting, for trusting us, and for cheering us on. We’re incredibly grateful.

08/11/2026

The cost of bad financial advice is simply too high.

That’s why we believe good advice starts with understanding how everything connects, asking the right questions, and bringing the right people to the table.

Your wealth deserves that level of thought.

07/14/2026

Forty-five years is a meaningful milestone. But it's not one we reached alone.

Since 1981, we've had the privilege of serving families, business owners, and professionals throughout the Northwest. Together, we've celebrated milestones, navigated challenges, adapted to change, and planned for what comes next.

As we celebrate our 45th anniversary, we're filled with gratitude for the clients who have placed their trust in us, the professional partners who have collaborated alongside us, and the community that has supported us over the years.

Thank you for allowing us to be part of your journey. We look forward to continuing to serve you and future generations with the same care, perspective, and commitment that have guided us for the past 45 years.

Here's to what's ahead.

07/02/2026

06/08/2026

Last week, my brothers, Ray Davis and Brad Davis, and I were honored for helping fund the new sign at Pleasant Hill High School.

Standing there together brought back a lot of memories. Long before careers, families, and adult responsibilities, this was where we learned lessons that helped shape who we would become.

This project was inspired by the retirement of one of our favorite teachers, Timothy Meinzen. Like so many great teachers, he made a lasting impact that extended far beyond the classroom.

As life gets busier, it's easy to focus on where you're going next. This was a meaningful reminder to appreciate where you came from and the people who helped you get there.

We're proud to give back to a community that gave so much to us.

Thank you, Mr. Meinzen. And thank you, Pleasant Hill.

Go Billies!

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This post is for informational purposes only and does not constitute advice, a recommendation, or an offer to sell or solicit any security or financial product.

06/01/2026

The planning structure that helped create success may not be the same one that supports what comes next.

As businesses grow, families evolve, and wealth becomes more sophisticated, even well-designed plans can benefit from a fresh look.

At Finley Davis Private Wealth, we enjoy helping clients evaluate how their planning, tax, estate, and wealth strategies align with where life is today and where they want to go next.

We love to talk strategy. Call us today.

05/20/2026

We’re honored to be nominated for Eugene’s Best Financial Planner in the 2026 Official Community’s Choice Awards. Community participation is now open, and we appreciate the continued support from our clients, professional partners, and community.

Supporting individuals, families, and business owners with thoughtful financial guidance is a responsibility we value deeply, and we’re grateful for the trust placed in our team.

LINK TO COMMUNITY CHOICE AWARD
https://registerguard.gannettcontests.com/2026-Eugene-Communitys-Choice-Awards/gallery?group=548087

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Receipt of an award should not be construed as an endorsement of the financial professional and is no guarantee of future investment success. Nomination for consideration by The Register-Guard for its award granted in March 2026.

05/18/2026

We’re proud to share that TJ Davis, ChFC®, CEPA, AEP® has been named to the Forbes Best-in-State Wealth Advisors list.

TJ’s practice is centered around working with successful business owners and multi-generational families as they navigate increasingly complex financial decisions. From liquidity events to long-term planning, his focus is on helping clients evaluate their options and align decisions with what matters most to them.

This type of recognition is based on a range of qualitative and quantitative factors, and while it’s an honor, it’s also a reflection of the relationships he has built over time and the thoughtful approach he brings to each situation.

We’re grateful for the trust clients place in our team and proud to see TJ recognized in this way.

Congratulations, TJ.

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Award granted in April 2026 for the period 2025. Receipt of an award should not be construed as an endorsement of the financial professional and is no guarantee of future investment success. No compensation was paid to apply for or receive the award.

01/30/2026

The business landscape is shifting fast. Economic change, emerging technology, and evolving markets are all colliding at once.

That’s the focus of The Next Generation of Business, an upcoming event we’re hosting in partnership with the University of Oregon Lundquist College of Business.

We’re honored to welcome Dana Peterson as our keynote speaker, bringing perspective on today’s economic environment and what it signals for businesses ahead. She’ll be joined by Vivek Patel, who will speak to how AI is already influencing business operations, and Bill Kennedy, who will share how these shifts are showing up in the markets.

JOIN US BY REGISTERING HERE: https://form.jotform.com/253556939507167

12/23/2025

Merry Christmas from all of us at Finley Davis Private Wealth.

As we head into the holiday season, we want to say thank you to our clients, partners, and community for another meaningful year. We’re grateful for the trust you place in us and for the relationships that continue to grow year after year.

Our office will be operating on limited hours over the holidays so our team can spend time with family.

If you need anything during this time, please don’t hesitate to reach out by text or email. We’ll continue to monitor messages and respond as quickly as possible.

Wishing you a joyful Christmas and a healthy, happy start to the New Year.

— The Finley Davis Private Wealth Team