Tom Lydon III ESQ.
Tommy Lydon is a partner, co-founder, and advisor at Lydon Financial Advisors, LLC. He is an Attorney at Law and holds his Series 7 and Series 66 securities licenses.
Tommy is responsible for investment selection, research, practice management, and technology management, as well as, client outreach. He takes pride in the exceptional service Lydon Financial Advisors provides its clients. He was a Featured Speaker at the 1st Global National Conference and had the opportunity to present to a group of 500+ advisors from across the country.
Tommy has a law degree from Columbus School of Law at Catholic University and a degree in Economics from the University of Maryland College Park.
He currently lives in Bethesda, Maryland and enjoys reading, boating, hiking, fitness, red wine and travel.
Sean Lydon CPA, CPWA®, PFS, ABV
Sean is a partner, co-founder, and advisor at Lydon Financial Advisors, LLC. Sean is also a partner in the associated CPA firm Lydon Fetterolf Corydon, P.A. He joined the CPA firm in 2000 and manages the tax department and business valuations department. He provides tax and management consulting services to businesses and high-net-worth individuals and has specific expertise in business valuations. In addition, Sean assists clients with designing and maintaining accounting systems, personal financial planning and also consults on retirement, estate planning and tax optimization.
Sean is a licensed CPA in the state of Maryland. He received his Bachelor of Science degree in accounting from the Robert H. Smith School of Business at the University of Maryland. He is accredited in Business Valuation by the AICPA and holds the AICPA Personal Financial Specialist (PFS) designation. He also earned the Certified Private Wealth Advisor certification (CPWA) from the Investment Management Consultants Association. He is a member of the American Institute of Public Accountants and the Maryland Association of Certified Public Accountants. He holds his Series 7 and Series 66 securities licenses.
Thomas J. Lydon CPA, PFS
Tom is a partner, co-founder, and advisor at Lydon Financial Advisors, LLC. He founded the associated CPA firm Lydon Fetterolf Corydon, P.A. and continues to be the firm's managing partner. He was previously associated with the national accounting firm Ernst & Young. Tom provides complete tax and management consulting services to corporations, partnerships, estates, trusts, and LLCs.
His areas of expertise include:
- Tax saving strategies
- Profit planning strategies
- Accounting procedures and controls
- Business succession and buy-sell agreements
- Assisting in negotiations to acquire or sell a business
- Financing advice
- Business valuations
- Compensation plan development
- Design and implementation of retirement plans
- Outsourcing alternatives
- Strategic business planning
Tom also assists high net worth individuals with tax optimization planning, estate planning and retirement planning. He is a member of the American Institute of Certified Public Accountants and the Maryland Association of Certified Public Accountants. Tom received his Bachelor of Science degree in Accounting from the University of Maryland and has more than 1,000 hours of additional continuing professional education. He holds his Series 7 and Series 66 securities licenses.