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Our Story

Our Story

Working with a financial planner is a very personal experience. Our interaction with our clients and their families is based on a collaborative partnership to pursue a strategy that will help secure their financial future and potentially achieve their goals.

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Our Services

Our Services

Lyons Wealth Management creates strategies to help you navigate any obstacles that stand between you achieving your financial goals.

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Our Focus

Our Focus

We act as your fiduciary, which means our focus is on YOU, not us. At Lyons Wealth management, we offer a personal, engaging, and collaborative approach to a lifetime relationship in pursuit of your goals.

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Faith-Based Approach 

Faith-Based Approach 

Our Christian beliefs dictate how we interact with our clients and in our approach to overseeing their wealth. As a fiduciary, the trust placed in us to manage what you have worked a lifetime to accumulate is something we take very seriously.

Giving with Purpose

Giving with Purpose

We excel at helping our clients give intentionally by creating purpose-driven giving opportunities as part of their legacy planning. We work with you to create a giving plan that contributes to the greater good because philanthropy is not just about giving money; it’s about making an impact and enriching others' lives, whether it be on a local or global scale.

"When did we see you? I tell you, whatever you did for one of the least of these brothers and sisters of mine, you did for me.

- Matthew 25:40

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