Holmdel, New Jersey

Your wealth deserves a guardian, not just a manager.

LionHeart Brokerage blends seasoned financial strategy with expert legal counsel — so you can build, protect, and pass on what matters most, with confidence and clarity.

Schedule a Consultation Explore Our Services

25+

Years of Combined Experience

200+

Families Served Locally

$180M+

Assets Under Guidance

100%

Fiduciary Commitment

What We Do

Comprehensive brokerage services built around your life.

From investment strategy to estate planning, we provide the full spectrum of financial and legal services under one roof — so nothing falls through the cracks.

Investment Management

Personalized portfolio construction and ongoing management aligned with your risk tolerance, time horizon, and financial objectives.

Estate & Succession Planning

Protect your legacy with carefully structured estate plans, trusts, and succession strategies that safeguard what you've built.

Tax Strategy & Planning

Minimize your tax burden through proactive planning, entity structuring, and strategic coordination with your CPA.

Legal & Compliance

Navigate regulatory requirements, contracts, and business formation with expert legal guidance tailored to your situation.

Retirement Planning

Design a retirement roadmap that preserves your income, optimizes withdrawals, and ensures your golden years are truly yours.

Business Brokerage

Buy, sell, or transition your business with strategic guidance that maximizes value and minimizes risk at every stage.

About LionHeart

Built on conviction.
Driven by results.

LionHeart Brokerage was founded on a simple belief: the people managing your money and legal affairs should care about your outcome as much as you do. We're not a call-center operation with rotating advisors. We're a local, hands-on team rooted in Holmdel — and we treat every client relationship like it's ours forever.

Our dual expertise in finance and law means we see the connections others miss. A tax decision today affects your estate tomorrow. An investment structure matters for your business succession. We connect the dots so you don't have to.

fiduciary

Always. By law and by principle.

local-first

Holmdel is our home and our commitment.

LionHeart Brokerage office interior in Holmdel, NJ

"The best financial decisions are made with clarity, not pressure."

— LionHeart Brokerage Philosophy

Our Approach

A process as disciplined as your goals are ambitious.

Discover

We begin with a thorough consultation to understand your financial picture, legal needs, and what success looks like for you.

Design

We craft a tailored strategy that integrates investments, tax planning, and legal structures into one coherent plan.

Execute

We implement with precision — opening accounts, filing documents, structuring entities, and deploying capital efficiently.

Steward

We monitor, adjust, and report — keeping you informed and your strategy aligned as life and markets evolve.

Client Perspectives

Trusted by families and businesses across Monmouth County.

"LionHeart gave us the confidence to transition our family business smoothly. Their legal and financial teams worked in lockstep — something we hadn't experienced anywhere else."

M.R

Business Owner

Monmouth County, NJ

"After years of managing finances on my own, I finally found a team that explains things clearly and actually listens. They've been with us through market downturns and life changes."

S.K

Retiree

Holmdel, NJ

"The estate planning work LionHeart did for our family has given us peace of mind that money can't buy. They made a complicated process feel straightforward and human."

P.L

Family Client

Middlesex County, NJ

Get in Touch

Let's start a conversation about your future.

Whether you're planning for retirement, looking to protect your assets, or considering a business move — we're here to help you move forward with confidence.

Visit Us

670 N Beers St
Holmdel, NJ 07733-1516

Call Us

(732) 930-8802

Office Hours

Monday – Friday: 9:00 AM – 5:00 PM
Saturday – Sunday: By appointment

Request a Consultation

Fill out the form below and we'll be in touch within one business day.

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