12600 Deerfield Parkway
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.
Lyons Wealth Management creates strategies to help you navigate any obstacles that stand between you achieving your financial goals.
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.
Professionally Managed Portfolios
Personalized portfolio management designed to align with your investment goals.
Are you confident you can maintain your current lifestyle during retirement?
Tax Mitigation Strategies
Hate Taxes? Let Lyons Wealth Management show you ways to mitigate your tax liability.
Let us help create a giving plan to benefit the charities or ministries important to you.
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.
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.
- Matthew 25:40
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