Higley Financial

HIGLEY FINANCIAL has a core focus to assess, plan and implement financial strategies for successful individuals, families and businesses to be financially healthy. We serve as your strategic primary and macro financial advisor keeping you informed and organized: your financial coach, counselor and mentor. We function as your Family Office, offering you a wide range of financial services. We strive to be your trusted advisor throughout your life. For this generation and the next. As a full-service financial firm, we are committed to helping you pursue your financial goals. We provide fiduciary advisory services including financial planning, retirement, investment management, insurance protection programs, trust services, banking, lending and mortgage. For businesses, we also provide valuation, transfer and succession guidance along with 401(k) consulting services as a 3(38) fiduciary. Learn more @ Securities offered through Lion Street Financial, LLC.(LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC. Higley Financial, LLC, headquartered in Portland, Oregon is a Owner-Firm of Lion Street Inc. headquartered in Austin, Texas and is independent of LSF.