Press Releases

We are pleased to announce Lion Street has retained New York-based Better Health Advisors (BHA) to work exclusively with the company to provide underwriting advocacy and health advisory services for Lion Street Owner-Firms. Download the full press release

Lion Street released its 2017 Annual Report during the annual Institute meeting. The report described the company’s best year since inception in 2010. At the close of 2017, the company had added 30 Firms for a total of 160 Owner Firms in 35 states. The accomplishments highlighted in the 2017 Annual Report were measured on three key financial metrics: premium, …

We are proud to announce the most recent addition to the Lion Street leadership team. Adam Sandahl has been named Senior Vice President of Corporate and Business Solutions.

Lion Street recently hosted its seventh annual Indaba meeting in Dallas, Texas. Taking place from September 24 to 26, the conference gathered together Lion Street Firms and Stockholders to share ideas and best practices.

Lion Street Financial scores high in all categories, achieving Investment Advisor Magazine’s Broker-Dealer of the Year for the second consecutive year.

Always looking for opportunities to bring “best in class” to Lion Street Firms, our new distribution relationship with Crown Global will expand marketing opportunities for our Firms and broaden the range of solutions offered to clients.

Bill Payne, the newest member of our Board of Directors, hails from Boston, Massachusetts, where he serves as principal and co-founder of PRW Wealth Management LLC. Bill’s primary focus is advanced planning and wealth management for high-net-worth individuals and families.

Investment Advisor magazine named Lion Street Financial as one of its 2016 Broker-Dealers of the Year. The magazine awarded Lion Street Financial top honors in the Division I category, which includes companies with up to 199 representatives.

With the addition of 30 new Lion Street Firms in 2016 and new employee hires in every department, we outgrew our office space for the third time in five years. To support this acceleration in company growth, we expanded our downtown Austin headquarters.

Lion Street hosted our second annual Trusted Advisor Conference in Las Vegas from June 8 to 10. The conference brings together Lion Street Firms, their invited Guest Advisors and industry experts.