How does the advisor help clients – Key Takeaways:
LYONS WEALTH MANAGEMENT, LLC is a trusted financial advisor that provides comprehensive financial planning and investment management services to individuals, families, and businesses. They understand that each client has unique financial goals and offer personalized and customized solutions to help them achieve their objectives.
- Provides services to clients in all stages of life – from young professionals to retirees
- Specializes in retirement planning, estate planning, tax planning, and investment management
- Personalized and customized solutions tailored to each client’s unique goals and needs
Facts and Insights
LYONS WEALTH MANAGEMENT, LLC was founded in 2005 and is headquartered in New York City. The firm has quickly gained a reputation for providing excellent financial planning and investment management services to clients nationwide. Their team of experienced advisors have a deep understanding of the financial markets and continually monitor and adjust portfolios based on market conditions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 15 years |
Financial Services Offered
LYONS WEALTH MANAGEMENT, LLC offers a range of financial services to help clients reach their financial goals. These services include:
- Retirement planning
- Estate planning
- Tax planning
- Investment management
- College planning
- Insurance planning
Client Types
LYONS WEALTH MANAGEMENT, LLC serves a diverse range of clients, including:
- Individuals and families
- Business owners
- Corporate executives
- Retirees
Fees & Compensation
LYONS WEALTH MANAGEMENT, LLC charges a percentage of assets under management as their fee. They are committed to transparency and only charge fees that are aligned with the client’s best interests. They do not receive commissions or other compensation from recommending specific investments, ensuring that their advice is unbiased and in the client’s best interest.
Background
The team at LYONS WEALTH MANAGEMENT, LLC is led by John Lyons, a Certified Financial Planner™ (CFP®) with over 25 years of experience in the financial industry. He is committed to providing personalized and unbiased financial advice, with a focus on building long-term relationships with his clients. The firm’s team of advisors have a diverse range of backgrounds and expertise, allowing them to offer a comprehensive and well-rounded approach to financial planning.
Financial Advisor Disclosures to Know
LYONS WEALTH MANAGEMENT, LLC has a clean record and has not had any disciplinary actions or sanctions taken against them by any regulatory bodies. They are also committed to disclosing any potential conflicts of interest to their clients and ensuring transparency in all their business practices.