Lion's Share works to understand the financial needs of our clients and create strategies to meet their objectives.


Join Lion's Share

If you’re considering a career change, our unique approach to capital management can help you achieve the successful and rewarding future you seek. With a collaborative team structure, a rich product portfolio, referrals across the company and a supportive, accessible leadership team, we empower you to create your own career path.

For us success is defined by the lasting relationships we build. Recognizing that investment management is a relationship business, NOT just a financial business, our advisors take the time to understand what’s really important, focusing solely on our clientele and their needs – not products or commissions.

If your passion lies in helping people achieve their financial goals, we’d love to hear from you. We’re always looking for sharp, motivated individuals who have the desire to learn, grow professionally and contribute to both our culture and forward-thinking team. Let’s start a conversation today!


Doing what’s right each and every day, we hold ourselves to high moral, legal & ethical standards. Our commitment to our clients is our undivided attention, educated assessments & management, sound judgement, vigilance and honest disclosure.

Our Culture

We foster a culture that embraces teamwork, creativity, fun and excellence. We value integrity and good communication.

Professional Development

We grow individual talent through development opportunities that include customized programs, networking opportunities and certification assistance.