A complete list of active advisors currently associated with Lyon Wealth Advisory LLC

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

The firm provides financial planning and discretionary investment advisory services to individuals and business entities, with a stated focus on multi‑unit restaurant owners. Its service menu includes an ongoing Comprehensive Wealth Management engagement that combines planning and portfolio management, a one‑time comprehensive financial plan, and hourly advisory work. Advisory work is delivered through a formal onboarding phase (approximately 90 days) that produces a personalized financial plan and prioritized action steps, followed by ongoing implementation and portfolio supervision for accounts designated for discretionary management. The firm expressly integrates clients’ business interests—including entity-owned investment accounts—into the personal financial plan, and its planning scope commonly addresses cash‑flow, exit/liquidity, tax, estate, and employee‑benefit considerations. This firm is notable among peers for its non‑AUM fee model: investment management is provided under a flat monthly/engagement fee rather than a percentage‑of‑assets arrangement. The brochure also discloses an affiliated accounting and fractional‑CFO business that the principal recommends to clients (and to which the principal devotes about half of their professional time), as well as the firm’s use of a specific custodial platform (Altruist) and its policy not to take custody or deduct advisory fees from client accounts.

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