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Why The Lyon Group?
Clients have partnered with The Lyon Group as their trusted financial guide for over 70 years
What Sets Us Apart
Holistic View
We believe true “wealth” is much more than just money. And good financial planning must take a broader view than dollars and cents and pie charts. We believe, at its core, our job is to understand you and all the things besides money that enrich your life (family, health, faith, values, experiences)… and then help you manage your financial world in a way that best serves these ultimately important things. And bonus – by letting us do the heavy lifting, we give you more time to enjoy those important things!Check this out to learn more...
A Real Financial Plan
Most of our clients have compiled plenty of financial “stuff” when we first meet. But they rarely have a real financial plan. Our approach integrates all of your key areas of planning (retirement, investments, insurance, taxes, estate, education, etc.) and leaves you with confidence that your plan is pointing you in the direction of your goals.
We also review with you regularly to course correct when life happens differently from the plan. And we leverage technology to make sure we stay on the same page.Check out this video to learn how...
Trusted Guides
At The Lyon Group we partner with clients with whom we can build a long-term relationship and serve as their financial guide all along life’s journey… from first child, to career changes, to making that final student loan payment, to retirement and beyond. And for some client families, we’ve done that over several generations. It’s quite an honor.
We practice fee-based financial planning that ensures our clients best interest is always at the forefront of our recommendations. We have a fiduciary duty to put your best interests ahead of all else. But it’s much more than a legal duty. Putting our clients first is part of our moral fiber.
Being a trusted guide is part of our DNA. Our founder, Bob Lyon, he rose swiftly to the rank of navigator during his service in WWII by telling it like it is. Click here to read the navigator story
A Proven Process
Financial planning is a fun and interesting blend of math, engineering, art, psychology and more. We love the authentic relationships we get to build with our clients. And we know that to get the best results, we need to follow a systematic, objective approach that seeks first to clarify the current situation and objectives before implementing changes. The Financial Navigation System is our proprietary process that helps clients grow, secure, enjoy and distribute their wealth, in alignment with their goals and values. Click here to learn the value of an advisor.
The Navigator Story
It happened nearly 70 years ago in the South Pacific during the Second World War. A young ensign was fresh out of Midshipman’s School where he had been studying a specific type of mathematics – Spherical Trigonometry. Naval officers needed to know this type of math so they could figure out their position on the globe before Global Positioning Satellites were invented.
So one night while not on duty, the young ensign was practicing his skills from the deck of the ship. He used an instrument called a marine sextant to determine the angle of the stars relative to sea level. The readings were then used to plot the position of the ship. What he found was that his coordinates did not match those that were officially posted. In other words, the ship was off course – significantly.
He took this information to the ship’s navigator who responded by explaining that the ensign must be wrong. He did not appreciate being called into question and accused him of insubordination. The ensign accepted the scolding.
It turned out that the captain liked to show the young officers that he was “one of them”. Over dinner that night he commented that his door was always open. So the young ensign approached him with the situation. The captain suggested that they meet on the deck later that evening so that he could dust off his own sextant and they would see why there was a discrepancy. They did and based on what they found, they went immediately to the ship’s navigator.
The captain explained, “Young Ensign Lyon here seems to think that the ship is off course”. Immediately, the navigator, who was a lieutenant, interrupted and apologized for his subordinate for bothering the captain with his foolish claim. He assured him that it would not happen again.
The captain replied that he was sure that it wouldn’t because “the interesting thing is … the ensign is right”. The lieutenant reminded the captain that he was the ship’s navigator and therefore the ensign could not be right. At which point the captain corrected him noting that he "was" the navigator – past tense. The new navigator would be Ensign Lyon here. “But sir, he can’t be the navigator of a whole convoy of ships as an ensign.” To which the captain responded by removing one of the lieutenant’s bars and placing it on my father’s lapel promoting him to the rank of Lieutenant Junior Grade.
The captain concluded the conversation noting that “I don’t need another yes man. I need someone who’ll tell me like it is, whether it’s what I want to hear or not.”
Mission
Aligning financial resources with what matters most.
Beliefs
- True wealth is more than just money.
- What matters most to you is what matters
- Getting and staying on course is easier with a guide.
History
Since 1950…Helping professionals, families and businesses navigate financial complexity. Read More
