The Lion Street Story
Founded in 2010 by industry veteran Bob Carter, Lion Street was built to serve the sophisticated financial needs of wealthy individuals and corporate clients.
Distinctions of the Pride
Lion Street Firms are among the industry’s most elite financial firms.
Lion Street Firms serve their clients and professional partners through independently owned Firms with diverse expertise and practices.
Lion Street Firms have built mature practices that provide advanced financial planning solutions to meet the complex needs of their clientele.
Each Firm that is part of Lion Street is also an equity partner. Currently, over 200 independent Firms hold equity in Lion Street.
Lion Street Firms provide life insurance, business insurance and wealth management solutions to high-net-worth individuals, business owners and corporate clientele.
Our innovative structure aligns elite Firms with industry leaders
Exceptional Financial Solutions
Selection Reflects Excellence
Prospective Firms must meet specific criteria to be invited to join Lion Street.
Focus on solutions for the advanced planning market
Maintain a self-sufficient practice with experienced personnel to support clients
Demonstrate a strong commitment to sharing ideas with peers