Times have changed, and so should your financial strategy.

ABOUT MARY LYONS

THE WEALTH WOMAN

Mary Lyons financial planner Dallas

What worked for our grandparents and parents won’t work for us today when it comes to developing a strong financial portfolio that works for you and your family.

That’s why you need a financial coach by your side, one who can guide you past every milestone toward the financial goal you set for yourself. I want you to experience the wealth you want.

I help clients optimize their retirement income by using the financial products that are right for their unique circumstances. I call that a smart strategy. My clients call it success.

financial coach dallas
My clients are already successful; they hire me to help them get to the next level of financial accomplishment. It’s about creating a new gold standard.

As a second-generation financial advisor, I began my fascination with investment planning in childhood, where I often had dinner conversations with my parents about using wealth as a tool rather than an end goal. Together we’ll develop the intentional strategies that will unlock your potential for unparalleled abundance.

  • Top 1% of the industry, nationwide
    That recognition has allowed me to teach at several national conferences, and nationally-known financial firms have hired me to train their advisors on the remarkable strategies my clients get to take advantage of.
  • Recipient of the Chairman's Council Award (top 10 advisors with American United Life Insurance Company®, a OneAmerica® company), consistent over the past 9 years
  • Insurance Licenses: FL, IN, LA, MI, NC, NM, NV, OK, SC, TX
  • Securities License (7 & 66): TX

Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Wealth Woman is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.

The Wealth Woman has representatives who are licensed and authorized to conduct life insurance business in AL, CA(Lic#OK76901), FL, GA, IL, IN, MA, Ml, NC, NJ, NV, OH, OK, PA, SC, TN, TX and VA. The Wealth Woman also has representatives who are licensed and authorized to do conduct securities related business in CA, OH, TN and TX. The Wealth Woman is authorized to conduct life insurance and securities business in Texas and may be licensed in other states. The Wealth Woman cannot conduct life insurance or securities business is states in which we are not licensed. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or counties. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

Neither OneAmerica Securities, The Wealth Woman, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.

Investing involves risk which includes potential loss of principal. The use of asset allocation or diversification does not assure a profit pr guarantee against a loss. 

Guarantees are subject to the claims paying ability of the issuing insurance company.

Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any governmental agency.

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