A complete list of active advisors currently associated with Lions Financial Advisory

Warmer can help you find a great advisor at Lions Financial Advisory or one who fits your needs even better.

Lions Financial Advisory is a small independent advisory firm that serves individuals, high-net-worth clients, charitable organizations, and business entities. The firm provides ongoing discretionary portfolio management, written financial planning, and a subscription-based financial planning platform as part of its services. The firm constructs an Investment Policy Statement for each client and employs a range of analytical methods—including fundamental, quantitative, technical, charting, cyclical analysis, and modern portfolio theory—to build and monitor long-term portfolios. Accounts are reviewed quarterly and managed with discretion tailored to clients’ objectives, risk tolerances, and time horizons, with reporting provided through custodians. The firm’s principal maintains active, disclosed roles outside the advisory business that include real estate investment and brokerage activities and registration as an insurance agent, and the adviser may offer real estate-related services and commissionable insurance products to clients. Those affiliations, combined with the firm’s single-advisor, small-client practice, are uncommon among peers and are identified in the brochure as potential conflicts of interest that the firm documents and manages.

To learn more about the advisors currently working at Lions Financial Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.