Lionstone Wealth Group of Canon City

Lionstone Wealth Group of Canon City is a financial planner in Canon City, Colorado. The firm offers tailored financial services and investment management, including portfolio management, retirement strategies, charitable giving and legacy planning, life insurance, estate strategies, and extended care planning. Its advisors work one-on-one with clients to build investment strategies that begin with an understanding of each client's risk tolerance, time horizon, and goals, and it serves individual investors planning for retirement, college savings, and tax reduction.

The firm describes its mission as helping clients be stewards of abundance for generations to come, pursuing financial excellence through personalized planning and active listening. It builds long-term relationships based on faith, knowledge, and integrity, and aims to be a dependable financial resource through ongoing education and professional development. Its approach is collaborative and transparent, with the goal that clients always know where they stand. The team takes a proactive approach from planning through execution and follow-up, anticipating challenges as they arise and using efficient methods to keep clients on track toward a purpose-driven financial future.

The team includes owner and president Jacob Francis, financial advisor Christian Pineda, client service representatives Diane Broman and Sue Witcher, and director of operations Joshua Bailey, who has worked in banking and financial services for over a decade. The firm's stated reasons for entering the profession are personal: its advisors saw friends and family struggling to find help mapping out their financial future, and they aim to educate individuals in an easy-to-understand manner so they can grasp personal finance concepts and use them to pursue their objectives.

The office sits on Main Street, about a tenth of a mile from Royal Gorge Boulevard and roughly two-tenths of a mile from Canon City Middle School and South 9th Street. Denver & Rio Grande Western Park and Rudd Park are both about three-tenths of a mile away, and the Canon City Post Office is about half a mile from the office.

Lionstone Wealth Group holds a 5.00 rating from the customers who have reviewed it, reflecting the regard in which its clients hold the firm. For Canon City residents seeking retirement, estate, and investment planning, it is a locally based team whose advisors work from a Main Street office in the heart of the city.