Lion Street is comprised and owned by 175+ top-tier life insurance and multidiscipline independent firms.
Our network of Firms and Financial Professionals build and grow their practices on our integrated platform and are carefully selected from among the industry’s most successful leaders. This invitation-only network of Firms has the Power of Lion Street behind them to better serve the needs of their high-end clients and the trusted advisor professionals they work with.
A national network increases the professionalism of and facilitates market access for independent firms.
Our elite national network of firms has the Power of Lion Street behind them in order to better serve the needs of their high-end clients and the trusted advisor professionals they work with.
Equity Ownership matters and is more valuable than any other type of financial professional affiliation.
Lion Street’s financial professionals are not members of Lion Street. They are Owners. This means that they are not treated like a producer, broker or even a customer — they are treated like the Owners they are, with an equity stake, a seat at the decision-making table and a voice in how the company is governed.
Iron sharpens iron: Ownership model strengthens our alliance.
The alignment created as a result of the ownership model is integral to Lion Street culture, but more important still, is the community that has been built and is continuously cultivated. Recognizing that iron sharpens iron, Lion Street’s Owners are committed to working collaboratively to succeed while remaining fiercely independent.
When you join Lion Street, you actually make a financial investment and the company rewards you with equity. That is an important point because it allows you to have skin in the game, and to be a part of an elite network of firms who are all invested in your success. – John DiStefano, Lion Street Owner, Thoroughbred, LLC
Our integrated platform enables our Firms to serve the broad needs of their sophisticated clients.
Holistic planning strategies and solutions are coordinated and leveraged across the product and regulatory spectrums. With core disciplines in individual insurance and financial products as well as corporate and business solutions, our platform also includes a top-tier broker dealer to support our Firms with multidiscipline practices as well as a corporate RIA.
Sophisticated suite of products and services serving middle-market companies and their executives
Robust advisory platform supported by preferred selling arrangements with top asset managers
As Lion Street Owners, we get great offers and ALL our production hits the bonus plan – not just production with “core” carriers – and not some fraction of the available override with other carriers. We are ALL IN with Lion Street. – Ron Rubin
Lion Street Owner & Board Member
RFG Wealth Management, New York City, NY
Lion Street has the resources, expertise and community to help our Firms serve their clients more effectively. We call this the Firm behind the Firm.
Lion Street Firms benefit from personalized planning and consulting to create a true business plan and action items to achieve it. They provide support, share ideas, and create actionable roadmaps to new opportunities. This is mutually beneficial to our Firms and their clients as it allows both to reach their goals at a level than may have been previously unattainable.
For top advisors, you are able to perform your best when you have the most autonomy, as well as a platform that allows you to grow. Lion Street is a group of individuals who have a lot of collective power together that team up for the benefit of all of our firms. That leverage and pool of power provides a lot of benefits that you simply can’t get by yourself. Lion Street just gets it. – Will Cassidy, Lion Street Owner, Cassidy & Company