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Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC. LSF is not affiliated with Clear Financial Partners. WWW.FINRA.COM & WWW.SIPC.ORG. Insurance services offered through Clear Financial Partners, Inc. Listed entities are not affiliated with Lion Street Advisors, LLC.

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should his or her state securities law administrator. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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WE DELIVER THE MESSAGE, SO IT'S NICE AND CLEAR

HOW CAN WE HELP?

Podcasts, articles,

and more!

There's An App for That!

Learn financial principles that can quickly be implemented to help create your unique vision of Happiness.

MANAGED MONEY PORTFOLIOS

Our portfolios are designed to help maximize your investments and are completely customizable to help meet your specific needs and goals.

®

ClearFP

Employs Modern Portfolio Theory to develop a strategic buy-and-hold asset allocation, placing special emphasis on how investments work together.*

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ALPHA

Combine efforts with top industry money managers to provide a more detailed scrutiny of security selection, asset allocation, and market timing. 

Designed with the socially responsible investor in mind for those who want their dollars to have a positive impact on the world.

Financial Expertise is Only a Call Away

 Our network of diverse financial professionals is ready to answer all of your questions!

We value our clients and strive to always provide the best level of service. Depending on client level, we offer educational workshops, review appointments, and opportunities for you to invite your friends and family to join.

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Diamond

• Quarterly review appointments focusing on investment performance, estate planning, insurance review, and tax strategies

• Invitations to exclusive Diamond level events

• Invitations to Ruby and Opal level events

• Invitations to educational workshops

• Monthly financial and economic educational mailings 

• Weekly economic updates via email

$1,000,000+ Invested

Ruby

• Semi-annual review appointments focusing on investment performance, estate planning, insurance review, and tax strategies

• Invitations to special Ruby level events

• Invitations to Opal level events 

• Invitations to educational workshops

• Monthly financial and economic educational mailings

• Weekly economic updates via email

$500,000+ Invested

Opal

• Annual review appointments focusing on investment performance, estate planning, insurance review, and tax strategies

• Invitations to special Opal level events

• Invitations to educational workshops

• Monthly financial and economic educational mailings 

• Weekly economic updates via email

$250,000+ Invested

Pearl

• Annual review appointments focusing on investment performance, estate planning, insurance review, and tax strategies

• Weekly economic updates via email

Less than $250,000 Invested

ARE YOU ready to ELEVATE Your

FINANCIAL ADVISING PRACTICE?