For all but the most financially sophisticated, entrusting one’s financial future to a wealth management company can be worrying and intimidating. That’s why LionsGate Advisors has a process based on education, communication, and the intelligent use of technology; every step of the way, you are presented with information and an analytic framework to make these important decisions, and when those decisions have been made, you have the technology to move forward easily and securely. We will work together to assess your current financial situation, and together develop a durable plan that will address your goals so that you may retire comfortably. Through this personalized process, you will be able to answer these questions: Why change what I am doing now? How and when should my financial strategy change? How will my plans be brought to life? 

Larson Financial Group is the parent company of a nationwide family of organizations built on decades of experience in financial planning, specializing in physicians, dentists, and high-net-worth families. 'Empowering All to Flourish' combined with the vision to be the one stop financial services provider for the most vital aspects of our clients’ lives is what brought us together.

Overall, operations will remain largely the same, and you will experience the same uninterrupted, high-quality service you’re used to with LionsGate Advisors. To talk big-picture, we’ve decided to merge with Larson Financial Group to create additional opportunities, as you’ll see. Larson Financial Group has developed innovative financial planning strategies, including alternative investment offerings for qualified investors and tax minimizations strategies. At the same time, LionsGate Advisors will bring our expertise in annuities, insurance-based products, and advanced insurance strategies to the table to create a wider breadth of planning strategies for you. 

At LionsGate Advisors we offer a wide range of services to our clients. Through our personalized, four-step process, we show you how our specialized services and preferred- status relationship offer you access to intellectual strategies that when leveraged through our ensemble approach of service provide an unparalleled experience. These services include Wealth Management & Financial Planning, Family Office Design & Administration, and Company 401(k) Management.  And through our partnership with Larson Financial Group, you will have access to innovative financial planning and tax minimization strategies that can covert tax liabilities into long-lasting income streams while in retirement.  

At LionsGate Advisors, we put the needs of our clients and their goals first. WHY we do things is just as important as WHAT we do. Our team is united through our Vision to empower generations to live abundantly, our Mission to exist to equip and power you to make sound decisions that lead to long-term financial health, confidence in retirement and a lasting legacy even in the midst of an uncertain world, and our Core Values of Excellence, Empowerment, and Relentless Execution.

Paul Larson, founder and CEO of Larson Financial Group, embodies our own desire to empower clients, vision for excellence, and heart to serve people from around the world in his mission work and discipleship. This new partnership with Larson Financial Group is an exciting move to align our values and provide access to better technology and services. We will share newly expanded opportunities and services, along with our continued commitment to exceeding expectations and leaving you in a better financial position after meeting with us than you were when walking through our doors for the first time. 

It’s easy! Please give us a call at (314) 222-2788 or request an appointment by clicking here. We will then reach out to you to schedule a time to set up your complimentary financial review. During this introductory meeting we will review your current financial plan and goals. This meeting can be held over the phone or in-person at one of our offices.