Lily Styrmoe
CFP®, CSRIC®™
TCI Wealth Advisors
Advisor
Lily Styrmoe
CFP®, CSRIC®™
TCI Wealth Advisors
Advisor
Let's work together to make sure you achieve your long term goals and enjoy the journey- every step of the way. - Lily Styrmoe, CFP®, CSRIC®™
Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country
Lily Styrmoe is a Tucson, AZ fee-only financial planner. TCI Wealth Advisors provides comprehensive financial planning, tax and retirement planning, and wealth management to help middle income clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Lily Styrmoe is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Lily Styrmoe, CFP®, CSRIC™ , is a Financial Planning Associate at TCI Wealth Advisors. Lily graduated Magna Cum Laude at Northern Arizona University and earned her Bachelor of Arts degree in Environmental Studies with a minor in Spanish.
Lily is currently pursuing her Chartered SRI Counselor™ designation as she continues to expand her passion for sustainable investing. Lily was also recently selected for the inaugural SRI Conference 30 Under 30 list. The award includes rising stars advancing sustainable, responsible and impact investing.
Before joining TCI, Lily was a backpacking guide in the Grand Canyon. She has always been committed to helping people accomplish their goals. She believes that a fear of failure should never stop someone from pursuing what is important to them.
In her free time, Lily loves to spend her time outdoors; backpacking, river rafting and rock climbing. Lily also enjoys running, biking and playing tennis. When she’s not outside, Lily loves to cook, try new recipes and host dinner parties with friends.
TCI Wealth Advisors is an independent, fee- only, fiduciary providing comprehensive, coordinated and objective wealth management advice to individuals and families. We serve as a trusted advisor, partnering with our clients on their journey toward financial clarity, prosperity and overall well-being. Our mission extends beyond simply helping clients manage their money; we also believe we have the opportunity to help clients develop a more robust understanding of the relationship between their money and their happiness. Our wealth management process helps clients align their primary resources (money, time, energy) with their priorities. We help clients plan for the future while also helping them live a purpose-filled life today.
With five offices and over $3 billion in assets under management, we are large enough to provide sophisticated solutions to complicated problems, yet small enough to have personalized relationships with you and your family. For over 30 years we have been a purpose-driven organization, driven to empower, educate and advise clients as they work towards their personal definition of success.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Social/ Sustainable Investing
- Retirement Income Planning
- Investment Management
- College Education Planning
Ideal Clients
- Growing Families
- Novice Investors
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Lily Styrmoe 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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Lily Styrmoe is a Chartered SRI Counselor™ (CSRIC™)
Individuals who hold the CSRIC™ designation have completed a course of study encompassing the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investing. This program was developed in partnership with US SIF, The Forum for Sustainable and Responsible Investment -- the leading voice advancing sustainable, responsible, and impact investing across all asset classes in the United States. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
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TCI Wealth Advisors has earned the Centre for Fiduciary Excellence (CEFEX) Investment Advisor certification.The independent CEFEX Investment Advisor certification demonstrates adherence to a best-practice standard.
CEFEX advisory firms adhere to the Global Fiduciary Standard of Excellence. This means they act in the best interest of investors. This is in contrast with a firm that lacks a fiduciary process. The fiduciary standard offers a consistency of interpretation and implementation, which facilitates the transfer of knowledge between the advisor, clients, vendors and regulators.
The objective is simple: to protect investors.
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Lily Styrmoe is Contributes to Financial Planning Magazine: "Voices Why I’m looking at SMAs in 2022"
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Lily Styrmoe is Mentioned on GreenMoney: "30 Under 30 Award Winners Named at The SRI Conference"
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Lily Styrmoe is Mentioned on Bloomberg: "First-Ever “SRI Conference 30 Under 30 Award” Winners Named"
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Lily Styrmoe is a Four Seasons Guide
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Lily Styrmoe is Quoted on HuppyBar: "GET OUT THERE WITH FOUR SEASON GUIDES"
Contact Lily Styrmoe
Office Locations:
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4011 East Sunrise Dr.
Tucson, AZ 85718
