Lion Street Firms connect high-net-worth individuals, family offices, business owners and corporate clients with powerful financial solutions.

National Presence

Access an exclusive network of elite financial Firms all across the nation.

Locate a Lion Street Firm

Click on the map to locate a Lion Street Firm.

Sophisticated Solutions

Experience and expertise, combined with an open architecture platform, allow Lion Street and our Firms to deliver sophisticated individual and corporate financial solutions.

Discover how we can serve your unique financial needs by exploring our solutions for individuals, companies and trusted advisors.

Managing wealth is about identifying and seizing opportunities while mitigating risk. Learn how Lion Street Firms work with you to help you realize your true financial potential.

Solutions for Individuals

Learn more about how we help individuals.

Independence and Objectivity

Our Firms are fiercely independent. Their solutions are product agnostic. This translates into results-focused planning for you.

Read our core values to learn more about the principles that drive our success.

Our Core Values

Expertise and Service

Lion Street’s comprehensive platform is uniquely adapted to support our Firms across multiple areas of discipline, providing them valuable resources to structure your complete financial strategy.

Explore our key areas of expertise to learn more about how we can serve you.

Life Insurance

Life insurance can be used as a strategic financial tool for much more than just protection.

Learn More

Corporate and Business Solutions

Retain top talent and stay competitive with a dynamic service platform and creative strategies.

Learn More

Wealth Management

We can function in a support or lead wealth management role depending on your needs.

Learn More

Discover What It Means to Be a Lion Street Firm

At Lion Street selection is not just a choice, it’s a reflection of excellence.

The Lion Street Story