Based in Austin, Texas, Lion Street comprises an elite network of firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients. As Owner-Firms we gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.

We chose to make a strategic affiliation with Lion Street so that we could advocate on behalf of our clients and enhance the value we provide. In addition to the influential relationships we hold with leading insurance carriers and other financial institutions through our affiliations with Lion Street, we also have access to a powerful peer network for sharing best practices and proprietary technology solutions on the cutting edge of the industry. As a result, we are able to offer our clients the most competitive solutions and products available.

With over 125 Owner-Firms representing 175 independent advisors, Lion Street provides us with a powerful peer network for sharing best practices. This open channel for idea exchange ensures that we stay plugged into the most advanced strategies in the marketplace by leveraging the specialized practices of fellow Lion Street Owner-Firms across the nation.

Through Lion Street, we are supported by a team of financial services veterans with established industry relationships. Our clients benefit from the strategic alliances the Lion Street team has built with independent firms consulting in the areas of trusts and estates, product analytics and financial analysis.