Brad Lyons
CFP®
Wiser Wealth Management
Investment Manager
Brad Lyons
CFP®
Wiser Wealth Management
Investment Manager
You want confidence that you are on track for financial success. Whether you are just getting started or rolling into retirement, we work in your best interest to give you financial confidence. - Brad Lyons, CFP®
Fiduciary, fee-only financial planner located in Marietta, GA, serving clients locally and across the country
Brad Lyons, CFP® is a Marietta, GA fee-only financial planner.
The Wiser Wealth Management team is committed to helping clients identify, understand and commit to a long-term planning and investment objective that is both realistic and appropriate. Our investment and planning solutions are based on putting the client first, by operating as a fee-only firm and accepting fiduciary responsibility. Located near the historic Marietta square in Marietta, Georgia, we have guided clients to financial freedom for over 18 years.
Wiser Wealth is true to its name. Our services include portfolio management, financial planning and business retirement plans. Quality tax and legal services are offered through seamless professional partnerships. Financial planning is offered under a traditional asset under management, fee-only approach. Hourly planning is also available.
For planning and asset management, our team will provide a full scope of support for your financial health. Our process starts with an organization meeting to establish a baseline of your current financial health. We then have an interactive draft meeting to discuss goals, areas of concern and lay out a concept on how to improve from the established baseline. Our delivery meeting will cover how to best allocate your resources to obtain your financial goals and introduce other professionals (CPA, Attorney, etc.) as needed. Ongoing annual review meetings are conducted to assess your financial health each year, address any life changes and monitor your plan.
Brad Lyons, CFP® and Investment Manager, started at Wiser in 2019. Brad brings over 30 years of experience in financial planning and investment strategies to the Wiser team. He is a CERTIFIED FINANCIAL PLANNER™ professional and is passionate about helping others find financial success and confidence.
Brad attended Iowa State University and earned a Bachelor of Science degree in Business Administration. He completed his MBA from Golden Gate University and earned a certificate in recognition for successfully completing the Professional Financial Planner Program at Oglethorpe University.
Brad Lyons is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
The Wiser Wealth Management team is committed to helping clients identify, understand and commit to a long-term planning and investment objective that is both realistic and appropriate. Our investment and planning solutions are based on putting the client first, by operating as a fee-only firm and accepting fiduciary responsibility. Located near the historic Marietta square in Marietta, Georgia, we have guided clients to financial freedom for over 18 years.
Wiser Wealth is true to its name. Our services include portfolio management, financial planning and business retirement plans. Quality tax and legal services are offered through seamless professional partnerships. Financial planning is offered under a traditional asset under management, fee-only approach. Hourly planning is also available.
For planning and asset management, our team will provide a full scope of support for your financial health. Our process starts with an organization meeting to establish a baseline of your current financial health. We then have an interactive draft meeting to discuss goals, areas of concern and lay out a concept on how to improve from the established baseline. Our delivery meeting will cover how to best allocate your resources to obtain your financial goals and introduce other professionals (CPA, Attorney, etc.) as needed. Ongoing annual review meetings are conducted to assess your financial health each year, address any life changes and monitor your plan.
Our Commitment
Our advisors are fiduciaries. We have a legal responsibility to act in a trustworthy and responsible way.
There are no conflicts of interest. We don’t push products. Instead, we work with you to develop a financial plan that suits your needs.
We build a financial plan and portfolio for you. Our CFP® professionals evaluate your financial health and build a plan and portfolio tailored just for you.
Our fees are simple and transparent. We have an easy fee structure based on how much assets we manage for you or billed on an hourly basis.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Hourly Planning
- Small Business Retirement Plans
- Investment Management
- College Education Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Brad Lyons is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Brad Lyons is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Brad Lyons is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Brad Lyons
Office Locations:
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125 Church Street
Suite 220
Marietta, GA 30060
