Lion Street Advisors Adv Trusted Financial Advisors and Investment Experts

Lion Street Advisors ADV is a trusted name in the world of financial advisors and investment experts. They are a registered investment advisor with the Securities and Exchange Commission (SEC), which is a testament to their commitment to transparency and accountability.

Their team of experts has a deep understanding of the financial markets and is dedicated to helping their clients achieve their financial goals. With a focus on providing personalized service and tailored investment strategies, they have built a reputation for excellence in the industry.

At the heart of Lion Street Advisors ADV's approach is a commitment to putting their clients' needs first. They take the time to understand each client's unique situation and develop a customized plan that meets their individual goals and risk tolerance.

At Lion Street Advisors, we help individuals and businesses navigate complex financial situations. We offer a range of services that cater to various needs.

We have expertise in Wealth Transfer and Estate Planning, ensuring that our clients' legacies are protected and their wishes are carried out. We also provide guidance on Executive and Corporate Benefits, helping businesses attract and retain top talent.

Our team is skilled in Business Planning Solutions, International Planning, and Retirement & Longevity Planning, providing comprehensive support for our clients' financial well-being. We also specialize in unique solutions like Premium Finance, Private Placement, Captives, and ESOP's, making us a trusted partner for those with complex financial needs.

We help individuals and businesses navigate complex financial and planning needs. Our expertise spans various areas, including wealth transfer and estate planning, which is crucial for securing one's legacy.

We also specialize in executive and corporate benefits, providing tailored solutions for companies to attract and retain top talent. This is essential for businesses looking to stay competitive in the market.

Our business planning solutions are designed to support entrepreneurs and small business owners in achieving their goals. We take the time to understand their unique needs and develop strategies that work for them.

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International planning is another area where we excel, helping clients navigate complex cross-border transactions and tax implications. This requires a deep understanding of global markets and regulations.

We also focus on retirement and longevity planning, ensuring that individuals have a secure financial future. This involves creating customized plans that meet their specific needs and goals.

Our specialty expertise includes premium finance, private placement, captives, ESOP's, and other unique solutions. These specialized services help clients achieve their objectives and mitigate risks.

Here are some of the key areas where we provide expertise:

Speculative investments can be a high-risk, high-reward game. L Bond investments, for example, were considered speculative and involved a high degree of risk, including the risk of losing an investor's entire investment.

L Bond investments may be suitable for investors with substantial financial resources and no need for liquidity in the investment. However, this doesn't mean they're a good fit for everyone.

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A portion of the L Bond proceeds could be used to repay existing L Bond holders, which may seem like a benefit, but it's essential to consider the potential risks and costs involved.

Some key characteristics of L Bond investments include:

Our Firm is a proud member of Lion Street Financial, an elite network of over 200 top-tier, independent financial firms across the U.S. This partnership provides us with cutting-edge financial planning tools and specialized resources exclusively available to the nation's most distinguished firms.

We're proud to be part of this highly selective network, which gives us the strength and support we need to provide exceptional comprehensive wealth management to our clients. Our firm is a part of this network, and we're committed to delivering tailored strategies and solutions that meet the unique needs of our clients.

Lion Street Advisors, our parent firm, has its principal office and place of business in Austin, TX. As of the date of their most recently-filed Form ADV, they reported $2,341,977,930 in regulatory assets under management.

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Our team at Lion Street Advisors includes 141 advisors, who work with an average of 35 clients each. This advisor to client ratio allows us to provide personalized attention and service to each of our clients.

Here are the services we offer to our clients:

Lion Street, our parent company, was founded in 2010 by industry veteran Bob Carter. They have a strong focus on delivering leverage, resources, and intellectual capital to their owner-advisors, who operate independent firms like ours.