The Firm Behind The Firm

Freedom Financial is proud to be an Owner-Firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors. Based in Austin, Texas, Lion Street comprises an elite network of firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients. As Owner-Firms, we gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.

We entered a strategic affiliation with Lion Street in order to independently advocate on behalf of our clients and enhance the value we provide. In addition to the influential relationships we hold with leading insurance carriers and other financial institutions through our affiliations with Lion Street, we also have access to a powerful peer network for sharing best practices and proprietary technology solutions on the cutting edge of the industry. As a result, we are able to offer our clients the most competitive wealth and tax strategies and solutions available.