Lyon Wealth Advisors

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Client assets under management

$140,463,334

Clients

123

93% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$1,141,978

About

Lyon Wealth Advisors Group provides discretionary portfolio management and integrated financial planning to high net worth individuals, corporations, retirement and pension plans, and plan participants. The firm typically begins client relationships by developing an Investment Policy Statement to document financial circumstances, goals and risk tolerance and offers retirement-plan consulting and coordination with third‑party administrators when requested.

The firm implements customized strategies using model portfolios grounded in Modern Portfolio Theory and primarily invests through low‑cost mutual funds and ETFs, often in institutional share classes. For certain client accounts, Lyon Wealth delegates day‑to‑day discretionary management to an independent sub‑adviser that manages asset allocation among diversified funds and alternative exposures consistent with each client’s IPS.

A notable feature of the firm is its affiliation with a tax and business advisory practice and an events/publishing entity focused on dentists and other specialists; these related entities may refer clients without receiving referral fees and host seminars, podcasts and newsletters that clients may be invited to attend. The combination of professional affiliation with an accounting/tax practice serving a niche occupation and the firm’s use of educational workshops distinguishes Lyon Wealth Advisors from many peers in the supported‑advisor category.

Client services

Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k) Wealth management General retirement planning

Occupation focus

Dentist Founder/Business Owner

Fee options

Percentage

$0 - $2 million: 1.00% $2 million - $5 million: 0.75% $5 million - $10 million: 0.50% $10 million+: 0.40%

Other

Account minimum: $250,000 Fee-only: Advisory fees based on assets under management; no commissions or performance fees charged.

Main office location

Lyon Wealth Advisors

8816 Red Oak Blvd., Suite 140

Charlotte NC 28217, United States

Number of offices

Most active in

Alabama · California · Colorado · Florida · Georgia · New Hampshire · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

704-424-9780

Advisors at this firm

Lee M

CFP®, Series 63

Charlotte, NC

Lyon Wealth Advisors

Lee Mann is a CFP® and holds a Series 63 license with 12 years of industry experience. He has worked at Lyon Wealth Advisors Group, LLC since 2024 and previously spent 10 years with The Vanguard Group, Inc. in Charlotte, NC. Lyon Wealth Advisors Group provides discretionary portfolio management and integrated financial planning primarily to high net worth individuals, corporations, and retirement plans. The firm employs customized strategies based on Modern Portfolio Theory, using low-cost mutual funds and ETFs, and is affiliated with a tax and business advisory practice and an events and publishing entity focused on dentists and other specialists.

Retirement plans for business owners (SEP, solo 401k) Wealth management General retirement planning Dentist Founder/Business Owner

Liam F

CFP®, Series 66

Charlotte, NC

Lyon Wealth Advisors

Liam Fitzgerald is a CFP® and Series 66-licensed financial advisor with five years of industry experience. He has worked at Lyon Wealth Advisors Group since 2023 and previously held roles at The Vanguard Group and Liberty University. Lyon Wealth Advisors Group provides discretionary portfolio management and integrated financial planning to high net worth individuals, corporations, and retirement plans. The firm uses customized strategies based on Modern Portfolio Theory, primarily investing in low-cost mutual funds and ETFs, and is affiliated with a tax and business advisory practice serving dentists and other specialists.

Retirement plans for business owners (SEP, solo 401k) Wealth management General retirement planning Dentist Founder/Business Owner

Wesley L

CFP®, Series 63, Series 65

Charlotte, NC

Lyon Wealth Advisors

Wesley Lyon II is a CFP® professional with five years of industry experience, currently with Lyon Wealth Advisors. He has worked previously at Dimensional Fund Advisors and United Capital Financial Advisers, LLC. In addition to his advisory role, Mr. Lyon is President and CEO of McGill and Lyon Dental Advisors, a firm providing tax and business planning services to dentists and other specialists. He also serves as a speaker for The McGill & Hill Group, which hosts seminars and podcasts for dental professionals. Lyon Wealth Advisors Group offers discretionary portfolio management and integrated financial planning primarily to high net worth individuals, corporations, and retirement plans. The firm uses model portfolios based on Modern Portfolio Theory and invests mainly in low-cost mutual funds and ETFs, with additional services including retirement-plan consulting and coordination with third-party administrators.

Retirement plans for business owners (SEP, solo 401k) Wealth management General retirement planning Dentist Founder/Business Owner

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