Your Trusted Partner in Wealth & Legacy Planning.
Where Financial Architecture Meets Portfolio Engineering.
Lyon Bern, LLC is a premier Independent Registered Investment Adviser (RIA) delivering a redefined standard of Private Wealth & Asset Management through our integrated approach of Financial Architecture and Portfolio Engineering. Guided by fiduciary duty, every recommendation is aligned with our clients’ goals, priorities, and long-term prosperity.
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Our Financial Architecture process—delivered through Bern Alpha and Bern Aura—organizes complex financial lives into clear, data-driven strategies that coordinate wealth, investments, business interests, cash flow, and risk.
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Our Portfolio Engineering discipline designs institutional-grade investment portfolios that combine traditional markets and alternative asset classes to pursue growth, income, and stability through all market environments, ensuring every portfolio works in harmony with the broader plan.
Through Bern Legacy, we extend our impact to succession, exits, philanthropy, and multigenerational planning—helping families and business owners preserve and transition wealth with intention.
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At Lyon Bern, we transform complexity into clarity. We partner with clients to build strong financial foundations that support their goals, their families, and the legacy they seek to create. Through thoughtful strategies, we empower clients to protect what they’ve built, capture future opportunities, and move forward with conviction.
Our Services
COMPREHENSIVE ADVISORY SERVICES
Financial Planning for Every State of Life
Our Comprehensive Advisory services unite every stage of your financial life through the Lyon Bern method of Financial Architecture. From foundational planning to advanced wealth strategy, each advisory tier is designed to evolve with you:
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Bern Nova helps young professionals build financial structure and momentum.
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Bern Aura advances that foundation with dynamic, data-driven planning and investment coordination.
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Bern Alpha integrates full wealth management, risk mitigation, and tax-efficient strategies.
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Bern Legacy prepares business owners and families to protect, transition, and preserve their wealth for generations.
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Together, they form a continuous framework—ensuring your financial architecture grows stronger, smarter, and more purposeful at every stage of life.
PORTFOLIO DESIGN & ASSET MANAGEMENT
Precision-Built. Actively Managed. Endowment-Inspired.
Our Portfolio Engineering process transforms research, discipline, and innovation into measurable results. Every portfolio at Lyon Bern is conceived, tested, and managed entirely in-house, ensuring full alignment between your goals and our fiduciary decisions.
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We combine public and private markets—equities, ETFs, fixed income, private credit, real estate, and private equity—within a unified, risk-adjusted framework. This Endowment-Style approach delivers true diversification and resilience through changing markets, balancing growth, income, and stability.
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Every strategy we design reflects institutional access, active precision, and generational purpose—built not only to perform today, but to endure for decades.
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Cash & Treasury Management
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Equities
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Fixed Income
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Alternative Investments
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Private Credit​
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Private Equity
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Real Estate Alternatives
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