The Lyon Group

The Lyon Group is a finance institution located at 4357 Ferguson Drive, Cincinnati, Ohio, United States. They are dedicated to serving professional advisors and helping individuals clarify their financial goals, stay on track, and make a plan. With over 70 years of experience, they have been helping professionals, families, and businesses navigate financial complexity.

The institution focuses on integrating all components of a client's financial life into one clear picture, ensuring loved ones are secure with insurance and estate planning strategies, and developing investment plans tailored to individual goals and values. They emphasize that true wealth is more than just money and strive to understand each client's core values.

The team at The Lyon Group serves as fiduciaries in their investment advisory work, always putting the client's best interests first. They have a proven process that involves clarifying goals, analyzing financial situations, and continuing to partner with clients as they grow and distribute their wealth in alignment with their values.

William F. Lyon, Robert (Tony) Nienaber, and Robert (Bob) A. Nienaber III are the investment adviser representatives under Eagle Strategies LLC and also offer securities products and services through NYLIFE Securities LLC. They are licensed to sell insurance through New York Life Insurance Company and other independent unaffiliated insurance companies in various states.

The Lyon Group is not owned or operated by NYLIFE Securities LLC or its subsidiaries and does not provide tax, legal, or accounting advice. Clients are encouraged to consult their professional advisors for personalized guidance. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life companies.