Hannah Lyons
CFP®, CPFA™
Smith Bruer Advisors
Financial Advisor
Hannah Lyons
CFP®, CPFA™
Smith Bruer Advisors
Financial Advisor
As a fiduciary financial planner,I want to empower people to make decisions. Our firm focuses on comprehensive financial planning to help you achieve your goals and not sell you products. - Hannah Lyons, CFP®, CPFA™
Fee-Only financial planner located in Tallahassee, FL, serving clients locally and across the country
Hannah Lyons is a Tallahassee, FL fee-only financial advisor serving clients locally and across the country. Smith Bruer Advisors, a registered financial adviser, specializes in financial planning, wealth management, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. As a fee-only, fiduciary, and independent financial advisor, Hannah Lyons is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
My Quick Stats
What’s your background? Growing up in a big family of Irish descent, I have seen firsthand the effects that money can have. I grew up in Orlando, Florida, with my three sisters and parents. When I was 15, my father suffered from a stroke, leading to a large financial and emotional burden on our family. We didn’t have a plan in place for this type of event because we assumed it would never happen to us. So when I went to college, I decided to pursue finance, specifically the financial services industry, so that I could serve individuals and families to help them prepare for the unknown and ensure that they always have a plan in place.
I began working in the financial services industry as an intern for Smith Bruer Advisors during my junior year of college in 2018. Since graduating, I have worked as a financial advisor and planner serving institutional clients, families, and individuals.
What degrees and certifications do you hold? I have a B.S. in Finance from Florida State University, and I am a CERTIFIED FINANCIAL PLANNER™.
What do you do for fun? I am a huge fan of the outdoors and take any chance I can to be outside. I love to relax at the beach, go hiking or biking, or do yoga in the park. I also enjoy photography and painting.
Tell us about your family: I come from a bigger, close-knit family. I have three sisters, and I would consider them my best friends.
Smith Bruer Advisors believes in empowering our clients to make decisions. Since our founding we have focused on placing each client’s interests first in order to help them achieve their financial planning goals. Smith Bruer Advisors focuses on comprehensive financial planning and personalizing our clients’ investment options through an evidence-based approach.
Smith Bruer Advisors serves clients nationally as a fee-only, fiduciary, independent registered investment adviser with offices in Tallahassee, Florida and Colorado Springs, Colorado.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax 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
-
Hannah 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.
-
Hannah Lyons is a Certified Plan Fiduciary Advisor (CPFA)The Certified Plan Fiduciary Advisor (CPFA) credential — developed by some of the nation’s leading advisors and retirement plan experts — demonstrates a financial advisor's knowledge, expertise and commitment to working with retirement plans.
Plan advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
Contact Hannah Lyons
Office Locations:
-
1700 Summit Lake Drive
Suite 102
Tallahassee, FL 32317
