Our mission
There is only one way to provide the quality or service and knowledge of the financial industry to increase and preserve wealth – listen to the needs of your clients and provide the appropriate strategies to help meet their needs.
At our firm, we are skilled with experience, commitment, and the courage to do what is right. We pride ourselves on the values of integrity, honesty, patience and always to put our relationship first when serving you and your legacy.
Trust &
Investment
Retirement / 401(k),
Education
Business
When I first started in this business, it was like going into my Grandma’s kitchen, sitting at the table sharing a sandwich she made for Grandpa and I, and having a conversation with them about securing their future. I feel the same way now with every client young or older. We’re on this journey together. Learn more…
KENNETH CADY
co-founder
My commitment to our clients comes from what I have learned as a husband and good friend. I love educating our clients, and creating a plan for them to meet their financial goals. There is nothing more fulfilling than having played a role in the success of someone achieving their goals and dreams. Learn more…
Ryan Alvarez
co-founder
When working with clients I keep in mind what Mark Twain said, “Always do the right thing, it will gratify some and astonish the rest. Learn more…
KEN SMITH, CLU, ChFC
co-founder
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Building Lifestyles & Legacy... it all starts with a Strategy.
Contact us
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Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC (LSA), an investment adviser registered with the SEC. Refined Strategies and the above firms are not affiliated. LSF and LSA do not provide tax or legal advice.