LionsBridge is a special formula of large firm experience and a boutique firm culture that consistently balances the two in the best interests of our clients.
Our Principals founded the firm in 2008, in the depths of the financial crisis, with a goal of building an advisory firm that is free from many of the conflicts of interest inherent to large, multi-product financial institutions. Today, the firm serves individuals, families, corporate executives, non-profits and business owners in 16 states.
Every Member of our team has a minimum of 30 years of experience. We lever the knowledge we have learned in the past, and continue to build on our knowledge base, in order to deliver the highest level of service to our clients while providing the best solutions available for your particular circumstance.
We have many differentiating factors, including:
- Independence and private ownership
- A team with a unique background gained while working at some of the top financial institutions in the nation
- Decades of experience working specifically with affluent individuals
- Experts in the construction of customized portfolios using traditional and alternative investments, trust, estate and financial planning
- Low client-to-advisor ratio, which allows for personalized service and better investment oversight
- Direct clients access to the firm’s owners
- No conflicts of interest. We provide services on a fee-only basis. We do not accept any other compensation, either directly or indirectly from other sources
- We believe that minimizing taxes and keeping fees low are key factors to your success
- Registered Investment Advisor with a fiduciary responsibility to act in the best interest of our clients
- Holistic wealth management