Founded in 2009, Lyons Wealth Management is an award winning wealth management firm with a reputation for successfully helping affluent clients reach their personal financial goals. We value our fiduciary responsibility and by incorporating a financial planning based approach to advice and guidance we can execute investment strategies specifically suited to our clients' goals and future.   

Our team brings over 90 years of experience to our clients needs and, in that time, we have personally witnessed not only what works , but more importantly, what doesn't. 

Our mission is to create investment solutions that help our clients meet their long-term goals. We take great pride in complementing our investment programs with quality service and support.

Conventional buy-and-hold investment strategies can fail to keep pace with the rapid globalization of economies and financial markets. We seek innovative, forward-thinking investment strategies that address the needs of the evolving investment landscape. Accordingly, Lyons Wealth applies a proactive investment management philosophy to navigate diverse market conditions.

Finance

Investment Management

Personal Finance

Lyons Wealth Management

The Winter Park office focuses on client relations, executive support, and investment advisory operations in a vibrant market.

Winter Park

Sander Read

Alan Jardeleza

Michele Brauman

This department focuses on managing client relationships and providing investment advisory services.

Client Relations

This department focuses on providing financial planning and investment management services to clients.

Lyons Wealth Management

Org chart

Teams

Client Relations

Wealth Management

Offices

Lyons Wealth Management

Org chart

Teams

Client Relations

Wealth Management

Offices

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