A complete list of active advisors currently associated with Lyman Financial

Warmer can help you find a great advisor at Lyman Financial or one who fits your needs even better.

Although registered as an investment-manager adviser, the firm does not manage client assets and instead provides ongoing financial planning services to individual clients — a client focus that is uncommon among firms in the investment-manager category. Its planning scope includes cash flow, debt, insurance, estate, tax, and investment planning and the firm reports no account minimums. For investment guidance the firm favors a diversified buy-and-hold approach using exchange-traded funds and emphasizes financial-planning advice rather than discretionary portfolio management; it does not trade client accounts or accept custody. Reviews of planning engagements are performed on a quarterly basis or upon client request, and the firm does not recommend third-party advisers or participate in wrap programs. Notable differences from typical peers include the firm’s use of fixed, non-AUM planning fees and advance fee collection rather than percentage-of-assets fees, and the fact that the firm operates with a single management person who maintains full-time employment outside the advisory business. The combination of serving individual (non‑HNW) clients, reporting no managed assets, and avoiding AUM-based compensation distinguishes the firm from many other investment-manager registrants.

To learn more about the advisors currently working at Lyman Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.