Lionheart Financial Ltd. has a diverse client base that includes wealthy families, individuals, trust, corporate retirement/pension plans and foundations.  We have clients located across the U.S. and Europe.  The majority of our clients are referred to us by existing clients and other professional advisors.  We are independently owned by the partners of the firm and have no outside shareholders or corporate ownership.  Our independence enables us to be free from the potential conflicts of interest that could arise if corporate/shareholder interests are placed before our client’s interests.

We offer an initial introductory appointment free of charge.  This provides an opportunity for you to present a summary of your financial situation, concerns and expectations of us.  We then mutually determine if Lionheart Financial, Ltd. is able to meet those expectations and that you will be a positive addition to our clientele.

Our goal is to build a long term trust relationship with you, and provide ongoing financial advice to enable your family or business to make better financial decisions.  It is a relationship in which we gain a full understanding of your total financial situation.  For individual clients, our relationship very often covers multiple generations.  It is this close relationship that sets us apart from large insurance and banking organizations.

OUR FIRM

We are committed to providing  you with objective and creative solutions to the myriad of financial challenges  that you may face throughout your life.  Lionheart Financial Ltd. Is a unique organization in that we provide investment management services along  with the intimacy of a privately held boutique firm.  It is our goal to develop and maintain a long-term relationship with your family and to be a valued resource for your business or professional practice.

We work closely with your other professional advisors or refer you to our professional affiliates to properly implement your financial plan.  Our goal is that our firm becomes the conduit by which all of your financial needs are met.

Finally, we are very aware of the importance of giving back to our local communities, as evidenced by our volunteer efforts, charitable board memberships, committee participation and philanthropic contributions.