Lion Street: Specialized financial solutions provider for individuals and businesses.
Location
Austin, TX, US
Founded
2010
Lion Street is an elite national network of independent firms and financial professionals specializing in sophisticated life insurance and wealth planning solutions. They focus on serving high-net-worth individuals and families, companies, business owners, high-income earners, and executives. The firm's network comprises over 200 firms and 800 financial professionals across the United States.
Lion Street offers a comprehensive range of financial services, leveraging their deep expertise to provide powerful solutions tailored to their clients' needs. Their enterprise model combines the strength of a national network with the personalized approach of independent firms, allowing them to deliver specialized financial strategies and products to meet complex financial planning requirements.
