Lyons Wealth Management Email Format

Investment ManagementFlorida, United States11-50 Employees

Lyons Wealth Management is an investment management firm based in Winter Park, Florida, founded in 2009. It serves affluent clients, helping them pursue their long-term personal financial goals. The firm emphasizes fiduciary duty and follows a financial planning-based approach to tailor investment advice to each client’s objectives. Its team brings more than 90 years of collective experience, informing guidance on what tends to work in practice and what to avoid. The firm maintains a proactive investment management philosophy to navigate diverse market conditions, noting that traditional buy-and-hold strategies may not keep pace with a rapidly globalizing economy. In February 2023, Lyons Wealth Management announced a partnership with CoinDesk Indices and Height Zero to provide clients with access to a digital asset management solution.

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