Our Wealth Management process is a highly individualized framework that empowers you to make thoughtful and prudent financial and investment decisions. Since 1985, the financial planners at Johnson Lyman Wealth Advisors have been refining our approach to Wealth Management, which integrates strategic financial planning and asset management.
Financial planning, asset management and the creation of a successful retirement plan are foundational to creating the life you want - and we bring knowledge, experience, and discipline to that process. Our financial advisors work with you to complete a strategic plan that measures your ability to accomplish your long-term personal, professional and financial goals.
Financial planning, asset management and the creation of a successful retirement plan are foundational to creating the life you want - and we bring knowledge, experience, and discipline to that process. Our financial advisors work with you to complete a strategic plan that measures your ability to accomplish your long-term personal, professional and financial goals.
Services
Johnson Lyman Wealth Advisors was originally Johnson Marotta, a Palo Alto based registered investment advisor founded in 1985. Rob Lyman's intention for creating Johnson Lyman Wealth Advisors was to deliver best-in-class Wealth Management services to high net-worth families, individuals, and business owners in the San Francisco Bay Area.
At Johnson Lyman Wealth Advisors, our passion is to enhance the quality of our clients' lives by partnering with and empowering them to live fully. We do that through our Wealth Management process - a collaborative partnership that creates and implements personal financial strategies that directly support the primary intentions for their lives.
Everyone at Johnson Lyman Wealth Advisors is here for the same reason - you. We are committed to our clients, to one another, and to our profession. It is a commitment we honor with integrity and grace, to support you in clarifying and realizing your personal dreams. Our Wealth Management process encompasses goals clarification, financial planning, and discretionary investment management - which require breadth and depth of knowledge.
Selecting the right wealth management firm is an individual decision. No one firm can be right for everybody and we don't expect to be a perfect fit for every prospective client. Our intention is to be the best choice for individuals and families who embrace our values and approach. Our willingness to be responsible for your success, by partnering with you on the implementation of your plan.
Our clients want to achieve something bigger, and we partner with them to accomplish those larger objectives. We are the right firm for you if you are looking for assistance to reach your goals to live fully, plan confidently, and invest wisely. Our clients include successful professionals, corporate executives, business owners, entrepreneurs, and individuals and families who have accumulated substantial financial resources.
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