LION STREET OWNER FIRMS
Lion Street is a leading national financial services company comprised of 175 independent Owner-Firms that specialize in design and planning for high net worth and corporate clients. Each Owner-Firm is carefully selected, held to the highest ethical standards, and approved by an Executive Committee. The term “Owner” is used, as each advisor is a stockholder in Lion Street, similar to being a partner in a law or tax firm. This model supports “Fierce Independence” compared to being an employee, broker, or member of an organization. Ownership in Lion Street is by invitation only; we have no members.
ELITE NATIONAL NETWORK OF FIERCELY INDEPENDENT OWNER-FIRMS
Being part of an elite national network creates a culture of collaboration and best practices to support each firm in providing the best solutions for its clients. Lion Street has over 175 Owner-Firms with 260+ Advisor-Owners in 140 Cities across 39 States.