Aligning Your Wealth With
What Matters Most?

because true wealth is about more than just money

As Financial Advisors, we keep you focused on what matters most to you, while helping you avoid the obstacles along the way. We understand that life is busy and complex. We take time to understand you, help chart a clear course for your financial journey and serve as your guide to safely navigate life’s twists and turns.

It's what we do.

Financial Planning

Integrate all components of your financial life into one clear picture.

Protection

Ensure your loved ones are secure with proven insurance and estate planning strategies.

Investments

Develop an investment plan tailored to your goals and values in a language you understand.

Retirement

Build a stress-tested plan to put you on track for the future you envision.

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Clients We Serve

Executives & Professionals

Physicians

Life & Career Transitions

Learn More about the clients we serve and get answers to your FAQ.

Who We Are

Mission

Aligning financial resources with what matters most.

Beliefs

- True wealth is more than just money.
- What matters most to you is what matters.
- Getting and staying on course is easier with a guide.

History

Since 1950…Helping professionals, families and businesses navigate financial complexity.
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Our Team

Meet Our Dedicated Professionals

Why The Lyon Group?

True wealth is about more than just money. We want to understand your financial situation and your core values. And our holistic view ensures all areas of planning are considered in a coordinated way.

We help you have a real financial game plan… one you can understand, and that aligns with the things you value most. Peace of mind comes from knowing you’re on track and you have a partner to make sure it stays that way.

In our investment advisory work, we serve as fiduciaries, and our planning process is centered around your best interests. We invest in long-term client relationships rooted in trust so we can serve as your trusted guide all along life’s journey.

Over 70 years we’ve crafted a proven process… clarifying, analyzing, getting the most important planning done… and continuing to partner with you as you grow, secure, enjoy and distribute your wealth, in alignment with their goals and values.