About Us

Independent, Fiduciary, Registered Investment Adviser

Lyon Bern LLC is a wealth and asset management advisory firm that characterizes itself by designing risk-adjusted portfolios and wealth management strategies. We make the complexities of wealth management accessible and simple, ensuring that every strategy we implement is aligned with our client’s aspirations. Our success is intrinsically tied to the prosperity and satisfaction of those we serve.

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Mission Statement:

At Lyon Bern LLC, we prioritize your financial future above all else. As dedicated fiduciaries, our commitment is to serve the unique needs of each client with integrity, transparency, and innovation.
 

Vision Statement:

To be the leading wealth and asset management advisory firm, recognized for our endowment-style approach and unparalleled commitment to our clients. By harnessing innovative investment strategies and fostering a culture of fiduciary excellence, we envision a future where every individual, regardless of their financial background and literacy, has a clear and confident path towards their retirement and financial aspirations.