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The Power of Lion Street


Lion Street’s network benefits from full market access to products and solutions which enables them to provide independent guidance to their clients. Our experienced team is accustomed to working alongside other trusted financial professionals to deliver sophisticated financial planning solutions.


We have built an open platform with no proprietary products and technology that enables our network to efficiently deliver objective information and guidance to help meet client goals.

Our Clients

Lion Street is a network of industry-leading financial professionals who focus on the sophisticated planning needs of:

  • High-Net-Worth/Ultra-High-Net-Worth Clients and Family Offices
  • High-Income Earners (e.g., doctors, lawyers, entrepreneurs, athletes, entertainers)
  • Businesses/Corporations and Business Owners
  • Other Trusted and Financial Advisors to these clients (e.g., CPAs, attorneys, tax planning professionals)