# Financial Directions LLC

Financial Directions LLC is a RIA based in Tucson, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Tucson, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** financialdirectionsllc.com
- **LinkedIn:** https://www.linkedin.com/company/financial-directions-llc

## Regulatory record

- **CRD number:** 108475
- **SEC file number:** 801-56919
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108475

## About

FINANCIAL DIRECTIONS LLC is an SEC-registered investment adviser in Tucson, AZ, registered since 1999. The firm manages approximately $738 million in regulatory assets. It has 3 employees and 3 investment advisers.

## Sectors

- Private Equity
- Real Estate
- Infrastructure

## People

- Steven F. Goldstone — Principal
- Richard J. Strong — Principal
- David W. Brenner — Principal

## Questions

### Who runs investment decisions at Financial Directions LLC?

Investment decisions are made collectively by principals Steven F. Goldstone, Richard J. Strong, and David W. Brenner. All three have corporate backgrounds; Goldstone is former chairman and CEO of RJR Nabisco. The firm does not disclose a separate CIO or investment committee.

### How does Financial Directions LLC source proprietary deal flow?

The firm relies on the networks and reputations of its three principals, particularly Steven F. Goldstone, who maintains relationships from his corporate career. It does not operate a public fundraising or deal-sourcing platform. Deals often come through direct introductions from intermediaries or co-investors.

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- [Polen Capital Credit, LLC](https://altss.com/profile/polen-capital-credit-llc)

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Last updated: 2026-07-06T01:24:16.454Z

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