Lions Bridge Financial Advisors
The Lions Bridge Financial Difference:
Our Client-Centered Mission
We are on a mission to be the leading provider of investments and comprehensive financial services to families, businesses and their owners, known for our integrity, knowledge, professional teamwork and our results: getting our clients to and through retirement soundly.
Who We Are
We value learning and building our knowledge base—daily. In an ever-changing market, economy and world it’s vital to stay abreast of current conditions, risks, opportunities, regulations, new products and use that knowledge to better serve our clients
What We Do
We partner with clients and their legal and tax advisors to build detailed, personalized investment strategies that we then implement, monitor and alter as needs, risks and opportunities change. No two clients are alike— therefore no two plans and investment strategies are identical. We are accessible, and our clients’ plans are flexible as lives, needs and goals change we can alter a plan or strategy.
How We Do It
We use independent research, innovative technology, and the resources of the largest independent financial services firm in the country, LPL Financial.* We then use that information to create individualized plans and strategies and communicate them in simple, clear language.
Why Choose Lions Bridge Financial?
Bottom line: We love what we do, we excel at what we do, and care about our clients and their success. We are known for integrity, knowledge and superior, personalized client service.
*As reported in Financial Planning Magazine, based on total revenue, June 2006-June 2017.