Lion Street firms serve their clients and professional partners through independently owned firms with diverse expertise and practices. Lion Street firms have built mature practices that provide advanced financial planning solutions to meet the complex needs of their clientele. Each firm that is part of Lion Street is also an equity partner. Currently, over 200 independent firms hold equity in Lion Street.
In 2021 PensionmarkMeridien joined Lion Street as a shareholder and member-firm to expand our ability to deliver customized corporate and individual insurance solutions to our clients through enhanced carrier relationships, cutting edge technology, underwriting expertise, and advanced case design support.
