Lyon Wealth Advisory LLC

The firm provides financial planning, investment advisory, and family office management services primarily to business owners, high‑net‑worth individuals, and other businesses. Services described in the brochure include comprehensive financial planning, ongoing wealth management, limited‑scope hourly planning, and a family‑office coordination offering that covers balance‑sheet oversight, household bookkeeping support, and advisor/project management.

The firm operates as a fee‑only registered adviser and does not use a percentage‑of‑assets‑under‑management fee model; investment management is planning‑driven, may be discretionary for designated accounts, and emphasizes low‑cost, tax‑efficient strategies. It coordinates closely with clients’ CPAs, estate attorneys, and insurance professionals, and provides due‑diligence support for outside investments while explicitly declining to sponsor or manage those investments.

Noteworthy distinctions disclosed in the brochure include the recent addition of a family‑office management service and an outside business that provides bookkeeping, payroll, and tax preparation to clients, which the firm discloses as a separate activity. The firm also requires clients to establish accounts on its recommended custodian platform and highlights experience integrating business interests—specifically work with restaurant businesses—into clients’ personal financial plans, rather than focusing on mass‑market, non‑HNW individual clients.