Generational Wealth Planning

Financial Advisor Park Slope Families Can Rely On

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Independent Advice for Park Slope Professionals and Families

If you’re searching for a financial advisor in Park Slope, you’ll find several local firms alongside larger institutions. The real question isn’t just proximity—it’s structure.


Lionshead Wealth Management serves Park Slope clients as an independent, SEC-registered RIA. We are not affiliated with brokerage firms, insurance companies, mutual funds, or money managers. That independence supports objective recommendations based on your priorities—not product incentives.


From brownstones near Prospect Park to newer developments along Fourth Avenue, you deserve clarity before action.

Park Slope Financial Planning That Scales With You

Many Park Slope households are balancing:


  • Dual professional incomes
  • Equity compensation or partnership structures
  • Multi-property planning between Brooklyn and Manhattan
  • Education funding and legacy goals
  • Growing asset complexity over time

Our Park Slope financial planner approach integrates investment strategy, retirement planning, estate coordination, and risk review into one cohesive framework. As your life evolves, your strategy adapts—without forcing you into a one-size-fits-all structure.

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Right-Sized Family Office Support in Brooklyn

For families whose financial lives have grown more complex—multiple trusts, private investments, business entities—Lionshead offers Micro Family Office services.


This structure provides:


  • Coordinated oversight across accounts and entities
  • Consolidated reporting
  • Collaboration with CPAs and estate attorneys
  • Long-term strategic alignment

You receive family office benefits without building a full in-house team.

Who We Serve in Park Slope

We frequently work with:


  • Attorneys and physicians
  • Real estate professionals
  • Business owners and executives
  • Families coordinating trusts and legacy plans
  • Retirees seeking structured income strategy

Each engagement begins with in-depth discovery and clear next steps. You won’t be handed a template—you’ll receive a strategy built around your decisions.

Fee-Only Financial Planning Park Slope Residents Can Verify

Transparency and fiduciary standards matter—especially in a neighborhood known for independent professionals.


Lionshead operates under SEC registration and fiduciary obligations. You can verify our registration and disclosures through the SEC’s public database and Form CRS documentation.


Our Midtown Manhattan office is located at:


250 W 55th St, 17th Floor

 New York, NY 10019


Accessible from Park Slope via subway or car, we offer both in-person and virtual meetings—so you can choose what fits your schedule.


For more on our independence framework, visit:

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Common Questions From Park Slope Residents

  • Are you a fee-only financial planner in Park Slope?

    We operate as an independent, SEC-registered RIA and are not affiliated with brokerage or insurance product providers. Compensation details are explained clearly during the engagement process.

  • Do you work with complex financial situations?

    Responsiveness is built into our relationship model. You’ll have direct access to your advisory team, with structured check-ins and timely communication.

  • What services do you provide?

    Services include wealth management, retirement planning, estate coordination, risk management, family office services, and 401(k) advisory.

A Relationship Built for the Long Term

Choosing a financial advisor Park Slope families trust means selecting someone accessible, objective, and structured. With fiduciary guidance, coordinated strategy, and a clear onboarding process, Lionshead Wealth Management helps you move forward confidently.