Lion Street Independent Firms

Lion Street
Owner Firms

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.

Our Platform is centered around:

NATIONAL NETWORK

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.

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.

Individual Life Insurance

Corporate & Business Solutions

Wealth Management

INDEPENDENT LIFE

50-state life agency, national network and producer group consisting of 175+ elite independent Firms

BROKER DEALER

Top-tier Broker-Dealer for independent life firms with multi-discipline practices

CORPORATE & BUSINESS SOLUTIONS

Sophisticated suite of products and services serving middle-market companies and their executives

ADVISORY

Robust advisory platform supported by preferred selling arrangements with top asset managers

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.

FIRM BUILDING

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.