Lyon Investment Services is a U.S.-based investment advisory firm committed to delivering personalized financial solutions. With over 30 years of experience, the firm serves clients nationwide, emphasizing a client-centric approach that tailors strategies to individual needs. Their service offerings encompass financial planning, wealth management, and executive compensation planning, including retirement plans and deferred compensation strategies. The firm employs a structured process that begins with understanding each client’s unique financial situation, followed by the development of a Personal Investment Policy to guide future decisions. This approach empowers clients to make informed choices, balancing risk and performance to achieve their financial goals. Lyon Investment Services operates under the regulatory oversight of J.W. Cole Financial, Inc., and J.W. Cole Advisory, Inc., ensuring compliance with industry standards. Their Jacksonville, Florida office serves as the central hub for their operations.