Proactively managed strategies
Rather than fixed percentages and periodic rebalancing alone, our strategies are actively managed with awareness of evolving economic and market conditions.
Our philosophy
Wealth Management in Orlando, Florida
Thoughtful Wealth Management. A Strategy Built Around You.
Your financial priorities are unique. Lyons Wealth takes a personalized approach to financial planning and investment management, helping clients evaluate their goals, navigate changing market conditions, and make informed decisions about their financial future.
Lyons management servicesOrlando, FL
As featured by
- Business Insider
- CoinDesk
- SmartAsset Advisors
- The Globe and Mail
- The Wall Street Journal
2009Founded
Who we are
A Personalized Perspective on Your Financial Future
Lyons Wealth Management is not just wealth management advisors. We offer comprehensive financial planning for those who want to preserve their wealth and create a succession plan. We believe all our clients are unique, and there is no one-size-fits-all approach to wealth management.
Founded in 2009, Lyons Wealth Management is an award-winning wealth and investment management firm. As financial advisors, we value our fiduciary responsibility — incorporating personalized financial plans as the basis for advice and guidance, so we can execute investment strategies suited to each client’s goals.
"Our mission is to deliver unparalleled client experience while developing a business our team will want to work at indefinitely."Our mission
Our approach to wealth management
Three principles behind every client relationship
We take the time to understand your needs, dreams, goals, and aspirations to create a tailored strategy that addresses your priorities.
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01
Understand Your Goals
Understand each client's circumstances, priorities, and long-term financial objectives.
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02
Develop a Thoughtful Strategy
Evaluate financial planning considerations and investment approaches in the context of the client's objectives and risk considerations.
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03
Review and Adapt
Follow up with regular communication to track and measure progress toward your goals, and review the strategy as circumstances or market conditions change.
Wealth management services
Your Financial Life Isn't One-Size-Fits-All. Your Strategy Shouldn't Be Either.
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Customized financial plan
Most people in the wealth management industry offer clients one-size-fits-all investment advice. Our private wealth advisors have a personalized approach, offering tailored strategies to help you work toward your goals.
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Proactive strategies
Our team runs proactively managed strategies that are not the typical static allocation models seen throughout the industry — think pie charts and fixed percentages. We help determine the most sensible approach to your goals and match it to the proper strategy.
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Financial planning simplified
The investing world can be intimidating. Our goal is to make it as easy and accessible as possible, and to help you understand what makes a good investment.
Setting SMART financial goals
A structured approach to setting objectives that are clear, achievable, and aligned with your personal values.
- SSpecific
- MMeasurable
- AAchievable
- RRelevant
- TTime-bound
Investment philosophy & market awareness
Thoughtful Investment Decisions Through Changing Markets
Lyons Wealth provides investors with a quality alternative to the traditional investment model — evaluating opportunities and portfolio decisions in the context of each client's objectives.
Personalized plans as the basis for advice
Personalized financial plans guide which investment strategies we execute — so every decision connects back to your goals and future.
Our processLong-term relationships
We look for a good fit for everyone involved and want to engage in long-term relationships with the clients we advise, with ongoing service, advice, and counsel.
Meet Our Team"Continuity should be one of the main factors when you look into investing with a financial advisor or wealth manager."Sander Read, Lyons Wealth CEO and President
Explore our investment strategies
Our award-winning investment strategies
Lyons Enhanced Yield Portfolio
Lyons Enhanced Yield Portfolio
Delivering consistent, reliable cash flow. Each position is fully hedged to control downside exposure. Portfolio net yield target of 12–15% annually. Fully liquid — no lockup period, no capital calls.
Lyons Tactical Allocation Portfolio (SMA)
Greater long-term upside capture through sustained full market participation and full equity allocations to multi-year, ontinuous time periods.
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Catalyst/Lyons Tactical Allocation (Mutual Fund)
The Fund's objective is to seek total return from long-term capital appreciation.
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Lyons Fundamental Small Cap Value Strategy
Targets long term growth of capital through buying undervalued small and mid cap companies with improving business prospects.
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Lyons Core Portfolio
Investing in income generating common and preferred stocks and corporate bonds with long-term holding periods intended to optimize tax efficiency.
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Own a Large Stock Position
Did your advisor say sell and diversify? Keep your stock with Lyons Income Overlay — a customized solution for large concentrated stocks.
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Lyons CoinDesk Large Cap Select Index SMA
CoinDesk Large Cap Select Index (DLCS), designed to measure the market capitalization weighted performance of some of the largest and most liquid digital assets that meet pre-defined trading and custody requirements.
View strategy →Lyons Fundamental Small Cap Value Strategy — we utilize our Fundamental Process, including our proprietary GRAPES valuation model, to screen the universe of mid, small and micro-cap companies.
Yield targets are objectives, not guarantees. To view our awards in detail, please visit our disclosures page.
Your trusted team in Orlando
Wealth Management for Your Financial Journey in Orlando
With over thirty years of experience, you get more than just a financial planner through Lyons Wealth. Your investment is handled by financial advisors with award-winning strategies tailored to your goals in Orlando, FL.
Our client roster ranges from multi-generational wealthy families and corporate executives with concentrated stock holdings to successful individuals, business owners, and fiduciaries of charitable funds. We also serve as a sub-advisor to a broad range of investment professionals.
- Multi-generational families
- Corporate executives
- Business owners
- Successful individuals
- Charitable fund fiduciaries
- Investment professionals
Our office
280 W. Canton Ave. Suite 430
Winter Park, FL 32789
Winter Park, FL 32789
Get in touch
Frequently asked questions
Questions about working with Lyons Wealth
We get to know our clients to understand their specific goals, objectives, needs, and future desires. We look for a good fit for everyone involved and want to engage in long-term relationships with the clients we advise, with a team of professionals providing ongoing service, advice, and counsel.
We incorporate personalized financial plans as the basis for advice and guidance. We take the time to understand your needs, goals, and aspirations to create a tailored strategy — and we use SMART goals (Specific, Measurable, Achievable, Relevant, and Time-bound) to keep objectives clear and actionable.
Our team runs proactively managed strategies rather than typical static allocation models. We help determine the most sensible approach to reaching your goals, match that to the proper strategy, and follow up with regular communication to track and measure progress. Learn more on our philosophy and process pages.
We have one simple, transparent fee. For full details, please review our Form CRS and ADV Part II.
Contact our team for a free consultation. You can schedule a call online, phone us at +1 407-951-8710, or email info@lyonswealth.com.
Ready to take the next step?
Let's Talk About What Matters to You.
Start a conversation with Lyons Wealth to discuss your financial priorities and learn more about the firm's approach to wealth management.
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