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About Us

Lion Street Private Client Group is a business unit of Lion Street, Inc. Lion Street is a privately held financial services distribution company based in Austin, Texas. Founded in 2010, we specialize in providing sophisticated insurance planning for high-net-worth and affluent clients in conjunction with advisors and overall financial planning.

In 2019, Lion Street expanded its distribution in order to serve the institutional market space through a team of elite point-of-sale professionals located in the major U.S. wealth markets. In 2020 we expanded once more with the acquisition of Mercury Financial Group. Lion Street is uniquely positioned to build on our strengths, bring a new energy to this space, and continue as a market leader.

OUR APPROACH

COLLABORATIVE

We take a personalized and collaborative approach and back it with expertise, experience, industry-leading technology and operational resources to efficiently create custom solutions designed to meet your clients’ specific needs.