You are the Priority

Lyon Bern, LLC was founded with the idea of ​offering unbiased financial and investment advice to our customers. Our MISSION is to prioritize our client's needs before anything else; hence working as fiduciaries for our clients while guiding them along the journey to their financial and life goals.


We understand how each of our client's needs are unique and particular, thus we will apply our vast knowledge in financial planning combined with our experience in portfolio management to help our clients reach their financial goals.


Lyon Bern, LLC is a Registered Investment Adviser and is in the business of consulting and advising its clients in wealth and asset management.


For more on Lyon Bern, go to www.lyonbern.com