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Aligning Your Wealth with
What Matters Most

Because true wealth is about more than just money

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75 Years of Trusted
Financial Guidance

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.

Our Promise

  • A real financial game plan in a language you understand

  • Holistic and objective guidance — not just numbers

  • Personalized strategies rooted in your values

  • A collaborative approach that adapts as life evolves

What We Do

We take a holistic approach to financial planning—bringing together every aspect of your financial life into one clear, strategic plan. From personalized investment management and retirement planning to protection strategies like insurance and estate planning, we help you build, preserve, and enjoy true wealth with confidence.

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Comprehensive Financial Planning

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

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Protection Strategies

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

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Investment Management

Craft an investment plan that reflects your goals and values.

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Retirement Planning

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

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Who We Serve

Our clients are diverse yet share a common thread: a desire for purposeful financial guidance.

We proudly serve:

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Executives & Professionals

Strategic planning for career growth and wealth accumulation.

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Physicians

Tailored solutions addressing unique financial challenges in the medical field.

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Retirees

Guiding you through life’s next chapter with strategies to help preserve wealth and sustain your lifestyle.

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Individuals in Life Transition

Guidance through significant life changes ensuring financial stability and growth.

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Begin Your Journey

Embark on a path where your wealth truly reflects what matters most to you. Schedule an initial conversation with our team today.

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Get In Touch

4357 Ferguson Drive, Suite 240
Cincinnati, OH 45245

Call: (513) 753-9966
Email: info@thelyongroup.net

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Disclosure

Robert Nienaber III is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #0I47554), FL, IL, IN, KY, MD, MI, OH, SC, TN, VA, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Robert Nienaber III is licensed and authorized to offer insurance in California, but THE LYON GROUP, LLC may not be. For additional information on California licensure status, please click here.

Robert Nienaber III is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4357 Ferguson Dr Ste 240, Cincinnati, OH, 45245, 513-753-9966. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, DE, FL, IL, IN, KS, KY, MD, MI, MO, MS, NC, NE, NM, OH, PA, SC, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Robert Nienaber III is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, CO, DE, FL, IL, IN, KS, KY, MD, MI, MO, MS, NC, NE, NM, OH, PA, SC, TN, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Robert Nienaber III is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #0I47554), FL, IL, IN, KY, MD, MI, OH, SC, TN, VA, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Robert Nienaber III is licensed and authorized to offer insurance in California, but THE LYON GROUP, LLC may not be. For additional information on California licensure status, please click here.

Robert Nienaber III is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4357 Ferguson Dr Ste 240, Cincinnati, OH, 45245, 513-753-9966. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, DE, FL, IL, IN, KS, KY, MD, MI, MO, MS, NC, NE, NM, OH, PA, SC, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Robert Nienaber III is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, CO, DE, FL, IL, IN, KS, KY, MD, MI, MO, MS, NC, NE, NM, OH, PA, SC, TN, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Robert Nienaber is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, IN, KY, MI, NM, OH, TN, TX, and WV. No insurance business may be conducted outside the states referenced.

Robert Nienaber is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4357 Ferguson Dr Ste 240, Cincinnati, OH, 45245, 513-943-6514. In this regard, this communication is strictly intended for individuals residing in the states of AL, IN, KY, NM, OH, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

William Lyon is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0C15139), FL, IL, IN, KY, MI, OH, OR, and SC. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, William Lyon is licensed and authorized to offer insurance in California, but THE LYON GROUP, LLC may not be. For additional information on California licensure status, please click here.

William Lyon is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4357 Ferguson Dr Ste 240, Cincinnati, OH, 45245, 513-753-9966. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, FL, IN, KY, MD, and OH. No offers may be made or accepted from any resident outside the specific states referenced.

William Lyon is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, FL, IN, KY, MD, and OH. As such, these services are strictly intended for individuals residing in the states referenced.

THE LYON GROUP, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither THE LYON GROUP, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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