About Lion Street

1847 Private Client Group is proud to be an Owner-Firm of Lion Street, Inc. Lion Street is a leading national financial services company comprised of over 125 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. Affiliation with Lion Street is by invitation only; we have no members.

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 their clients.

Owner-Firms leverage a state-of-the-art platform with access to all major products combined with sophisticated resources needed to design advanced solutions for high net worth and corporate clients. As one of the top national distributors, Lion Street maintains significance and scale in the marketplace for the benefit of our Owner-Firms and their clients. We do not offer any proprietary products in order to maintain complete objectivity and product-agnostic advice.