Serving high-net-worth, high-income and business-owner clients with sophisticated life insurance, wealth management and financial planning solutions.

PensionmarkMeridien is a proud owner of Lion Street, a privately held, adviser-owned life insurance distribution company.

Lion Street Firms are among the industry’s most elite financial firms.

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.

Lion Street is a leading financial services company based in Austin, Texas. Lion Street provides its elite network of Firms and financial professionals access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated needs of high-net-worth and corporate clients.