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Owen L

Series 63, Series 66

Oakton, VA

Demand Wealth

Owen Lyons is a financial advisor at Demand Wealth with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Prudential Financial Planning Services, Spencer Lyons Partners, and LPL Financial among others. Demand Wealth provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, using ETF-based strategies, model portfolios, and digital planning modules. The firm employs modern portfolio theory with a range of investment tools including structured products and derivatives.

Passive / index investing ESG / Sustainable investing
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Justin E

Series 66

Oakton, VA

Demand Wealth

Justin Ellison is a financial advisor with Demand Wealth, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Morgan Stanley and Spire Wealth Management, among others. Ellison is also involved with the Youth Interest Foundation, a nonprofit association. Demand Wealth serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services that utilize ETF-based model portfolios and digital planning tools. The firm employs fundamental analysis and modern portfolio theory, implementing both long- and short-term trading strategies as appropriate.

Passive / index investing ESG / Sustainable investing
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