Times have changed, and so should your financial strategy.
About Mary Lyons -
The Wealth Woman
The Wealth Woman
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.
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), consistent over the past 8 years
- Insurance Licenses: FL, KY, MD, NJ, PA, SC, TX, VA
- Securities License (7 & 66): TX
In a world that has conditioned us to stop dreaming and be satisfied with what we have, I want you to dream. I will help you achieve your dreams.
I will debunk financial myths. I will give you the power to make financial decisions based on fact – not opinion.