If you’re seeking a structured approach to wealth management that focuses on both protecting what matters and advancing generations, let’s start a conversation.
Office address:
3815 River Crossing, Suite 200
Indianapolis, IN 46240
Phone number:
317-819-5426
Send us a message
Common Questions
What makes Lions Wealth Partners different from other advisors?
Our process-driven approach, comprehensive wealth management focus, and coordination with professional networks sets us apart. We go beyond traditional investment management to address all aspects of your financial life.
What is your investment philosophy?
We believe no single money manager is the best at managing every asset class. We carefully screen hundreds of money managers to provide our clients access to best-in-class solutions across all asset categories.
What types of clients do you work with?
We partner with successful professionals, business owners, and families who value strategic planning and comprehensive wealth management. Our clients typically have $750,000 or more in investable assets.
How often do you meet with clients?
We maintain regular communication through scheduled progress meetings, professional network coordination, and proactive updates. The frequency is tailored to each client’s needs and preferences.
How do I get started?
Schedule a discovery meeting where we can learn about your goals and share our approach. There’s no preparation needed – we focus on meaningful conversation to understand your needs.
