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About Us

Who We Are

Elite. Ownership. Independence.

Just a few of the key attributes that are the essence of Lion Street.

In 2010, a handful of founding firms came together to form Lion Street. Sharing the vision of industry veteran, Bob Carter, that elite, sophisticated financial professionals want to be part of a network of like-minded peers so they can receive and share ideas and best practices on a national scale, they saw an opportunity to fill a void that once existed. Lion Street was created to give these elite professionals a peer group.

In addition, a major part of the model was to give these professionals equity and ownership in the company they were helping to build—a unique industry model. Ownership helps align interests, develop a sense of camaraderie and idea-sharing, and creates an inherent collaborative culture which in turn serves to build the strength of the alliance.

While we are a collaborative culture, independence is in our DNA. We have built a true open architecture platform which allows our network total freedom in carrier choice, as well as access to all major products and resources needed to design advanced solutions and the ability to deliver completely objective advice.

Through tireless execution, Lion Street has been one of the fastest growing financial services companies over the past decade and has grown to a multi-faceted elite distribution network.

We are a company built by financial professionals, for financial professionals.  MORE ABOUT OUR NETWORK


A Symbol of Strength

The name Lion Street is symbolic of the intersection of visionary financial professionals and forward-thinking financial services companies.

The “Lion,” like our network, is independent and respected, while “Street” represents traditional financial institutional stature.