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Terry L
CFP®, Series 65
Pittsburgh, PA
Breakforth Investment Management, Inc
Terry Lyon is a CFP® professional with 34 years of industry experience, serving as the sole advisor at Breakforth Investment Management, Inc. in Pittsburgh, PA, where he has worked since 1990. He has been involved in investment education and community activities, including a long-standing role with the Pittsburgh Chapter of the National Association of Investors and leadership in multiple family and investment clubs. Lyon also serves as stewardship chairperson of Salem United Methodist Church. Breakforth Investment Management provides personalized financial planning and investment management primarily to individual clients, offering services that include cash flow, retirement, education, tax, and estate planning. The firm uses a strategic asset-allocation approach with core passive funds complemented by individual stocks and actively managed funds, operating mainly on a non-discretionary basis and providing limited tax-return preparation as an ancillary service.
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