Lionshare Investments LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We provide comprehensive and personal service while striving for excellence in our industry. For each of our clients, we strive to help them secure and sustain financial security  through the recommendation and implementation of investment, retirement, and estate-planning solutions that are tailored for growth, income, and safety.  In doing so; we have chosen not to represent a single industry insurer, asset manager, brokerage firm, or product provider, but operate as a truly independent consultant for our clients while we compare and research the most suitable and beneficial financial solutions for each of our clients.

While we are compensated directly at the custodian level, our client's money goes immediately to work for their specific goals. While we do not charge fees for our consultation or recommendations; we do ask that if our clients are satisfied with both our services and their experience, that they recommend to us those who, like themselves, value sound financial consulting advice that is aligned both with their financial goals and personal convictions. In lieu of charging fees, we go by faith that our clients will serve as our in-house marketing department, of sorts, by referring friends, family, and associates to us while serving as the primary source for organic growth of the Lionshare brand. 

Whether it's a 401-K rollover, funding a Trust for a special-needs child, or establishing and funding a business-continuity plan for partners; Lionshare Investments LLC, along with its wealth of resources and experience, desires to be a model industry example for the best fiduciary standards with the highest level of integrity. 

We're glad you checked in on us, and appreciate your interest in our firm. We look forward to being of service to you and your loved ones for, Lord willing, many years to come.