Frequently Asked Questions

Are you fiduciaries?

Yes. As Investment Advisor Representatives of LPL Financial, we have a fiduciary duty to act in your best interest at all times. This means we are legally and ethically obligated to put your financial needs and goals ahead of our own when providing investment advice.

How does being a fiduciary benefit me?

It ensures transparency. We focus on strategies that fit your unique needs rather than being driven by outside incentives, helping you work toward long-term financial independence with confidence.

What is your mission at Lionstone Wealth Group?

In a world of scarcity, we aim to help clients be stewards of abundance for generations to come. Our mission is to help clients pursue financial excellence through thoughtful, personalized planning and active listening.

What specific services do you provide?

We offer a full suite of services including Investment management, Retirement planning, Tax resource coordination, Estate strategies, and Insurance solutions.

How do you determine my investment strategy?

We work one-on-one with you to understand your risk tolerance, time horizon, and specific goals to create a portfolio designed for your lifestyle.

How do we choose investments?

We start with LPL’s robust research insights and cross-reference them with multiple third-party sources to ensure we are selecting high-quality investments for your portfolio. In addition, the investment committee consistently reviews portfolio holdings and makes changes as needed to fit your goals.

How do I schedule an initial consultation?

You can Schedule an Appointment directly through our website or call us at (719) 867-8547.

Where is your office located?

We are located in the heart of the community at 1121 Main Street, Cañon City, CO 81212.

How can I view my accounts online?

Current clients can securely access their accounts at any time via our Account View portal.

Where can I find educational resources?

We provide a variety of Latest Articles, Videos, and Calculators in our Resource Center to help you stay informed about your finances.

Do you charge for an initial consultation?

No, the first appointment is designed to be a “discovery appointment” where we get to better understand your goals and dreams and see if we are a good fit. If it is mutually agreeable to work together, we go over fees in depth and what to expect from one another. We view this as a long-term partnership where we help steward your finances for you and generations to come.