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The Lyon Group

 

 

FOR OVER 60 YEARS,  The Lyon Group has helped successful business owners and families identify and grow their holistic net worth,  we work collaboratively to empower clients to align their wealth with their values through thoughtful planning.

 

 

 

Creators of The Financial Navigation SystemSM

A good navigator is charged with two important responsibilities.  The first is to help determine positions.  Three sets of coordinates are important:  where you want to be, where you think you are now, and where you really are.  These three positions often don't line up perfectly.  That is where the second important role comes into play. 

As financial navigators, we help you chart a course to get you from where you are to where you want to be.  Along the way, we point out obstacles and help you maximize the opportunities that present themselves. 

We take our role very seriously.  We've designed this website as a resource for fellow travelers.  We hope you find it useful.  Please, do not hesitate to contact us for additional information or to schedule a meeting.  Thank you for your interest.


 

 


 

 


 

 


 

 

William F. Lyon, Jennie Kozma, and Robert (Bob) A. Nienaber III are collectively registered as an investment adviser representatives under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of OH, CO, FL, IN, KY, MI, RI, and VA.  As such, these services are strictly intended for individuals residing in these states.
 
William F. Lyon, Robert (Tony) Nienaber, Jennie Kozma,and Robert (Bob) A. Nienaber III are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. 4357 Ferguson Drive, Suite 240, Cincinnati, OH 45245.  In this regard, this communication is strictly intended for individuals residing in the states of OH, KY, IN, FL, CO, MI, RI, and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 
 
William F. Lyon, Robert  (Tony) Nienaber, Jennie Kozma, and Robert (Bob) A. Nienaber III are also agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of OH, AR, CO, IN, KY, MI, MO, SC, TX, VA and WV. No insurance business may be conducted outside the states referenced.

The Lyon Group is not owned or operated by NYLIFE Securities LLC or its subsidiaries.  Neither the Lyon Group, its employees nor NYLIFE Securities LLC or its subsidiaries render tax legal or accounting advice.  Please consult your professional advisors regarding your particular situation.
 
 
 



 
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