Partner and Co-Founder
01. Our Goal
We are focused on maximizing our client’s after-tax wealth through tax optimized wealth management.
02. About Us
Lydon Financial Advisors is an independent, privately-held wealth advisory firm dedicated to providing comprehensive, tax-efficient, wealth management and financial advice to individuals, families, businesses, professionals, and high net worth individuals.
03. Our Philosophy
We work with our clients to create and manage a custom investment plan that integrates tax optimized wealth management, estate planning, and income distribution planning all in one place.
What sets us apart?
In everything we do as your wealth manager, we adhere to our roots and values as CPAs. Our clients trust is the most important asset we have:
Our decades of experience allow us to give client’s guidance that has been tested by time.
We listen to our clients.
We have aligned our values with our clients long term interests.
We communicate clearly and openly dedicating ourselves to determining our clients’ long-term goals and objectives.
