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.

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