How does LYON WEALTH ADVISORS GROUP, LLC help clients? – Key Takeaways:
LYON WEALTH ADVISORS GROUP, LLC provides financial expertise to its clients to help them achieve their financial goals. They have a professional and experienced team that guides clients in making informed decisions about their money.
Facts and Insights:
LYON WEALTH ADVISORS GROUP, LLC has been in the financial industry for 10 years and has a strong track record of success. They have a dedicated team of 15 advisors who have collectively helped numerous clients achieve financial stability and success.
Below are some key numbers for LYON WEALTH ADVISORS GROUP, LLC:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 15 |
| Years in Business: | 10 |
Financial Services Offered:
LYON WEALTH ADVISORS GROUP, LLC offers a wide range of financial services to their clients, including:
- Investment advice and portfolio management
- Retirement planning and wealth management
- Tax planning and preparation
- Estate planning
- Insurance planning and risk management
Client Types:
LYON WEALTH ADVISORS GROUP, LLC works with a diverse range of clients, including individuals, families, and businesses. They have the expertise to cater to the unique needs of each client and help them achieve their financial goals.
Fees & Compensation:
LYON WEALTH ADVISORS GROUP, LLC charges clients a fee based on a percentage of their assets under management. This fee may vary based on the total amount of assets managed and the complexity of a client’s financial situation. They are committed to transparency and will always discuss fees with clients before any services are rendered.
Background:
LYON WEALTH ADVISORS GROUP, LLC was founded by John Lyon, a financial expert with over 20 years of experience in the industry. He saw a need for a more personalized and holistic approach to financial planning, which led to the creation of the firm. Today, the company continues to uphold Lyon’s values and provides clients with top-notch financial services.
Financial Advisor Disclosures to Know:
LYON WEALTH ADVISORS GROUP, LLC is a registered investment advisor with the Securities and Exchange Commission, and their advisors are also registered with the Financial Industry Regulatory Authority (FINRA). This means that they have a legal and ethical obligation to act in the best interest of their clients.
It’s always important to do your due diligence when choosing a financial advisor. You can research their credentials, experience, and any potential disciplinary actions on websites such as FINRA’s BrokerCheck and the SEC’s Investment Adviser Public Disclosure database.