A complete list of active advisors currently associated with Mitch Lyons Wealth LLC
Warmer can help you find a great advisor at Mitch Lyons Wealth LLC or one who fits your needs even better.
The firm offers ongoing portfolio management and investment advisory services to individuals and high‑net‑worth clients, preparing written investment policy statements and providing discretionary portfolio implementation across mutual funds, equities, fixed income, ETFs, private equity funds and private placements. It tailors recommendations to client goals, risk tolerances and time horizons and documents client restrictions and investment instructions in each client’s plan. Its investment approach blends multiple methods of analysis — charting, fundamental, technical, cyclical and quantitative analysis alongside modern portfolio theory — and it implements long‑term trading alongside options strategies (including covered and uncovered positions). The brochure highlights the material risks of options and non‑public investments and describes quarterly account reviews and monitoring tied to clients’ investment policies. Noteworthy distinctions include the principal’s role as a licensed insurance agent who may recommend insurance products and receive commissions (a disclosed conflict documented in client files), and the firm’s practice of selecting third‑party model portfolios via a platform offered by AE Wealth Management, with the firm receiving a portion of advisory fees on assets placed in those models. The firm also requires use of specified custodians for account execution and, as of December 2025, reported no assets under management or active client accounts.
To learn more about the advisors currently working at Mitch Lyons Wealth 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.
Name |
Location |
Years of experience |
|---|---|---|
Rockford, MI
| 19
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")