Jim Lyons

I believe money is a tool to accomplish what you want in life, aligning it with your most important family goals. For each goal, financial advising demands a personal, yet professional approach. Accordingly, I take the time to truly understand my clients and what is most important to them.

I provide full-service financial advise to a select group of clients so that everyone receives the personalized attention they deserve. Many of my clients are approaching or living in retirement. Others are multigenerational families with complex wealth needs. I appreciate the opportunity to serve all serious clients who seek a meticulous, long-term...