Expertise

Planning With Purpose, Investing With Intention

We meet you where you are on your wealth journey and offer customized planning services aligned with your needs and goals.

We invest in mutually beneficial, long-term relationships so that we can best serve our clients over the long haul. Our clients are interested in casting a vision for their future and they take action to achieve that vision. They value guidance along the way.

Financial
Planning

We help build YOUR plan, not ours. So, we take time to understand your key goals, values and relationships.

Retirement Planning

Gain clarity on whether you are on track to maintain your unique lifestyle throughout your lifetime.

Investment Management

Most have investments, but few have a defined investment strategy and a plan for how various accounts best fit together.

Insurance Strategies

Protecting your human capital is a keystone part of your financial plan. We design custom-fit life insurance, disability insurance and long-term care insurance solutions.

Estate & Legacy

Design a path that creates a legacy of wealth and values. Ensure assets are protected and your goals are achieved.

Tax Strategies

We identify opportunities to minimize taxes and maximize your wealth.

Executive Benefits

From stock options to restricted stock and others, we help you understand your employer stock plan and how it fits into your overall plan.

Charitable Giving

Giving is in our DNA. We’ll help make sure your wealth has the biggest impact for the causes you care about most.

Who We Serve

At The Lyon Group, we don’t try to be all things to all people. We have specific expertise in working with successful people who primarily fall into one of the categories below. Clients who find the most value and enjoyment in working with us include Physicians, Senior Level Executives and Professionals as well as active and retired business owners.

And folks often become our clients as they seek advice during a time of transition… preparing for retirement, dealing with the death of a loved one and an inheritance, moving from residency or fellowship into physician practice, the sale of a business or other career change.