Lions Financial empowers businesses by providing comprehensive services, encompassing strategic business consulting, innovative risk management solutions, and specialized capital services.

Our expert team designs customized business roadmaps and strategies through our unique Four-Step SIRE© Process. Combining this expertise with a technology-driven approach, we deliver superior insights and tailored solutions to address your specific business needs.


We are Proud to Serve

Our Clients

Capital Providers:

Business Clients:

Industry Sectors:

Empowering Financial Synergy: Holistic Strategies for Success

The Lions Difference

At Lions  Financial, we set ourselves apart as an advisory and solutions firm by specializing in not just one, but all four key wealth management disciplines. Unlike typical boutique firms that concentrate on a single sub-category, we pride ourselves on our collaborative approach. We work closely with our clients and their trusted professionals to craft comprehensive, holistic wealth management solutions tailored to their unique business needs. Experience the difference with Lions Financial, where we prioritize synergy and integrated strategies for your financial success.


Learn More About Lions Financial

Ariel Tavor


Keith Yagnik

Operating Partner - Business Consulting & Capital Markets

Ariel Serber

Director - Risk Management​

Michael Kikoz

Chief Technology Officer

Our Proven Work Process: The Key to Your Success.

Four-Step SIRE© Process​

A closed-loop, value-driven workflow designed to optimize each of our services:

Step 1:


Assess client needs, evaluate business situation, identify issues, and clarify objectives.

Step 2:


Analyze industry factors, study unique business dynamics, assess risks, and identify potential solutions.

Step 3:


Customize tailored solutions, set short-term goals, develop actionable plans with timelines and costs.

Step 4:


Implement strategy, collaborating with Executives, Investment Capital, Legal, and Tax professionals.


Empowering Growth, Innovation, and Success

Our Services

Let's transform your business.

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