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.

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.