Fully Independent
Advice

Lionshare is a 100% advisor-owned company. We aim to be fiduciaries for our clients.

No Account
Minimums

Start with any amount. Easy to understand. No hidden fees. We do not sell financial products.

Innovative Service
Options

Unlike other firms you have transparent pricing options on how you want to compensate is for our services.

Low Cost,
High Convenience

Technology & Industry competition have driven costs down. We return those cost-savings to you in capped flat-fees.

Who We Serve

Retirees

Young Professionals

Corporate Executives

Real Estate Investors

Entrepreneurs

Sudden Wealth

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Welcome to Lionshare Partners.

As a fully independent and service-driven wealth management firm we reject the industry direction of the national-branded, watered-down, standardized financial advisor. Nor do we blur the lines of being a private equity firm or a personal finance firm. We are too focused on acquiring our client goals instead of acquiring other firms.

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