
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.

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

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.
Professionally Managed Portfolios
Personalized portfolio management designed to align with your investment goals.
Retirement Planning
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.
Legacy Planning
Let us help create a giving plan to benefit the charities or ministries important to you.

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
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