A complete list of active advisors currently associated with Lyon Wealth Advisors

Warmer can help you find a great advisor at Lyon Wealth Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Lyon Wealth Advisors, 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.