Axiom Financial Strategies Group Joins Lion Street
Lion Street is pleased to announce Axiom Financial Strategies Group as its newest Owner-Firm. This partnership between Lion Street, a premier player in the financial and insurance industry, and Axiom Financial Strategies Group will allow Axiom to offer more targeted and sophisticated solutions to their clients.
“Lion Street was created for professional advisors to provide resources and influence at a scale unachievable in a local market,” says Bob Carter, Lion Street Founder and CEO. “The best get better when they unite around a common mission of providing the best client solutions.”
Based in New Albany, IN and led by Principals Tim Volk, Vaughan Scott, Mike Grau and Michelle Konkle, Axiom Financial Strategies Group is a financial planning-based wealth management firm. It works with a full range of clients—from emerging adults to retirees, families, businesses and their employees. Axiom also offers advisory services through their Family and Business Advisory group, to help families and their enterprises flourish for the rising generations. Axiom Insurance Solutions was created in response to families seeking best-in-class solutions to issues related to liquidity, preservation of assets and mitigating risks in cost-effective ways.
“We chose to make a strategic affiliation with Lion Street so we could advocate on behalf of our clients and enhance the value we provide,” says Volk. “In addition to the influential relationships we hold with leading insurance carriers and other financial institutions through our affiliation with Lion Street, we also have access to a powerful peer network. This connection allows for sharing best practices and proprietary technology solutions that are on the cutting edge of the industry. As a result, we are able to present our clients with the most competitive solutions and products available.”
Axiom Financial Strategies Group aligns perfectly with Lion Street’s culture and vision for growth. Lion Street is honored to have Axiom Financial Strategies Group as part of the family and looks forward to growing a successful company together.
About Lion Street Lion Street is a leading financial services company based in Austin, Texas. Lion Street provides elite independent life insurance and wealth advisory firms access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated needs of high-net-worth and corporate clients. Every affiliated financial advisor is a stockholder of Lion Street. Together, Lion Street’s Owner-Firms are strongly committed to building a fiercely independent, yet highly collaborative network of professionals. To learn more about Lion Street, please visit www.lionstreet.com or connect with us on LinkedIn.