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Meet Bill


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Bill Lyon, CFP®, CAP®, MSFS

Vice President of Thought Leadership

My Story

Bill took over the reins of the firm in 1985 upon the unexpected death of our founder, Bob Lyon. "I was in college at the time – not sure how or where my life’s work would play out." He gained a healthy respect for the work of his father who helped clients prepare for the "what-ifs" of life. That experience inspires our work as we help other business owners and professionals prepare for the future. His late mother, Elinor, also worked alongside his father (and later Bill) in service to The Lyon Group’s clients.

Growing up in the small town of Georgetown, Ohio, Bill learned how to take ownership of his own actions and be of service to others. He had a fully booked calendar even back then. He played varsity baseball, sang in the church choir, performed in community theater productions, worked as a lifeguard, and became an Eagle Scout. Through all those activities, he caught the "servant-leader" bug. Community leadership became his preferred "hobby."

"Many of the coolest people I know are fellow board members and volunteers," Bill concedes. Whether as Cubmaster, Board Chair, or church lay leader, he considers "paying it forward" a sacred duty and a privilege.

Bill and his wife, Barb, are the parents of two terrific adult sons. They reside in Anderson Township.

My Bio

Bill serves as Vice President of Thought Leadership for the Lyon Group. He focuses on the strategic vision of the firm and thought leadership to transform our industry and our community. He is the creator of The Financial Navigation SystemSM and the Holistic Balance SheetTM and speaks nationally on financial and non-financial topics. Bill also still enjoys working directly with a select group of clients to develop retirement and estate plans that transcend financial issues.

"I’ve never actually had a real job," Bill says. "When you love what you do, when you feel like you’re making a difference in the lives of people, and when it brings you joy to do it … it’s hard to call it work." Bill has been "not working" in the career for over thirty-five years – dedicated to the idea that resources and financial decisions should be aligned with what matters most.

Bill is among the most respected and credentialed financial professionals in the region. He holds a Bachelor of Science in Business Administration degree from The Ohio State University and a Master of Science in Financial Services degree from The American College. He also holds five professional designations: CFP®, CLU®, ChFC®, RICP® and CAP®.

Bill is probably known as much for his community service as for his "day job." He has served on numerous not-for-profit boards and chaired most of them over the years at one time or another.

Education

  • The Ohio State University, BS Business Administration (Finance and Risk Management), cum laude, 1986

  • The American College, Master of Science in Financial Services, 2002

Designations

  • CFP® (Certified Financial Planner), The College for Financial Planning

  • CAP® (Chartered Advisor in Philanthropy), The American College

  • ChFC® (Chartered Financial Consultant), The American College

  • CLU® (Chartered Life Underwriter), The American College

  • RICP® (Retirement Income Certified Professional), The American College

Areas of Specialization

  • Retirement Income Planning

  • Estate Planning

  • Charitable Gift Planning

  • Business Succession Planning

  • Investment Management

  • Comprehensive Financial Planning

Community Outreach

  • Clermont Chamber Foundation – Board Chair

  • Clermont Chamber of Commerce – Immediate Past Board Chair

  • Forest Hills Foundation for Education, Immediate Past Board Chair

  • Great Cincinnati Foundation, Foundation Advisory Network

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4357 Ferguson Drive, Suite 240
Cincinnati, OH 45245

Call: (513) 753-9966
Email: info@thelyongroup.net

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Disclosure

Robert Nienaber III is an agent 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 AL, AZ, CA (CA Insurance License #0I47554), FL, IL, IN, KY, MD, MI, OH, SC, TN, VA, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Robert Nienaber III is licensed and authorized to offer insurance in California, but THE LYON GROUP, LLC may not be. For additional information on California licensure status, please click here.

Robert Nienaber III is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4357 Ferguson Dr Ste 240, Cincinnati, OH, 45245, 513-753-9966. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, DE, FL, IL, IN, KS, KY, MD, MI, MO, MS, NC, NE, NM, OH, PA, SC, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Robert Nienaber III is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, CO, DE, FL, IL, IN, KS, KY, MD, MI, MO, MS, NC, NE, NM, OH, PA, SC, TN, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Robert Nienaber III is an agent 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 AL, AZ, CA (CA Insurance License #0I47554), FL, IL, IN, KY, MD, MI, OH, SC, TN, VA, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Robert Nienaber III is licensed and authorized to offer insurance in California, but THE LYON GROUP, LLC may not be. For additional information on California licensure status, please click here.

Robert Nienaber III is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4357 Ferguson Dr Ste 240, Cincinnati, OH, 45245, 513-753-9966. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, DE, FL, IL, IN, KS, KY, MD, MI, MO, MS, NC, NE, NM, OH, PA, SC, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Robert Nienaber III is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, CO, DE, FL, IL, IN, KS, KY, MD, MI, MO, MS, NC, NE, NM, OH, PA, SC, TN, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Robert Nienaber is an agent 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 AL, IN, KY, MI, NM, OH, TN, TX, and WV. No insurance business may be conducted outside the states referenced.

Robert Nienaber is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4357 Ferguson Dr Ste 240, Cincinnati, OH, 45245, 513-943-6514. In this regard, this communication is strictly intended for individuals residing in the states of AL, IN, KY, NM, OH, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

William Lyon is an agent 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 AZ, CA (CA Insurance License #0C15139), FL, IL, IN, KY, MI, OH, OR, and SC. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, William Lyon is licensed and authorized to offer insurance in California, but THE LYON GROUP, LLC may not be. For additional information on California licensure status, please click here.

William Lyon is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4357 Ferguson Dr Ste 240, Cincinnati, OH, 45245, 513-753-9966. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, FL, IN, KY, MD, and OH. No offers may be made or accepted from any resident outside the specific states referenced.

William Lyon is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, FL, IN, KY, MD, and OH. As such, these services are strictly intended for individuals residing in the states referenced.

THE LYON GROUP, LLC is not owned or operated by New York Life Insurance Company or its affiliates.

Neither THE LYON GROUP, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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