A complete list of active advisors currently associated with Lyon Financial Planning, LLC

Warmer can help you find a great advisor at Lyon Financial Planning, LLC or one who fits your needs even better.

Lyon Financial Planning is a state-registered, single-advisor planning firm that works with individual clients across a range of life stages and asset levels. The firm provides one-time comprehensive financial plans, ongoing planning engagements, and limited-scope hourly planning sessions. The firm focuses on financial planning rather than investment management: it gathers information on goals, risk tolerance, tax and cash-flow considerations, and provides investment recommendations and implementation guidance, while clients retain custody and responsibility for executing transactions. Recommendations are generally oriented toward mutual funds and index funds and consider factors such as time horizon, tax situation, and need to assume risk. What distinguishes the firm from most peers is its planning-only model — it does not provide discretionary portfolio management and does not use percentage-of-assets-under-management fee arrangements, instead relying on project-based and hourly billing for advisory work. The firm’s principal combines CFP® certification with an academic background in applied economics and also performs consulting work for a financial-planning software provider, which contributes an analytical and technology-aware approach to client engagements.

To learn more about the advisors currently working at Lyon Financial Planning, LLC, 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.