AXG x Lion Street

AUSTIN, TX – July 28, 2020 – Lion Street is pleased to announce AXG Advisors as its newest Owner‐Firm. Lion Street is a premier player in the financial and insurance industry, allowing AXG Advisors to offer more sophisticated solutions to their clients.

“Lion Street was created for professional advisors to provide resources and influence at scale unachievable in a local market,” said 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 Philadelphia and led by Principals Adam Pauska and George Papanier, AXG Advisors is a boutique insurance brokerage that provides sophisticated analysis, guidance, education, and insurance implementation for affluent individuals and families across the globe. “Lion Street is aligned with our mission to provide an innovative approach to risk,” Papanier said. “It’s full of thought leaders in the insurance industry. After extensive marketplace due diligence, we found Lion Street’s platform incorporates all the tools and resources needed to provide a client experience that is above and beyond that of its competitors.”

AXG Advisors exudes “Fierce Independence” and aligns perfectly with Lion Street’s culture and vision for firm growth. Lion Street is honored to have AXG Advisors become part of the family and look forward to growing a great company together.

“Adam and George are a great addition to The Pride,” said David Herrig, Senior Vice President of Firm Development at Lion Street. “Their multi‐faceted business model and unique capabilities provide the runway for a rapid expansion of their business. I am looking forward to what we can accomplish together as we continue to develop and refine market reach.”

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.

Lion Street Contact:
Lisa Bynum, Director of Communications
512‐776‐8490 lbynum@lionstreet.com