LYONS WEALTH MANAGEMENT

LYONS WEALTH MANAGEMENT

Lyons Wealth Management was established in Winter Park, Florida, by Ginny Lyons, who serves as the firm's president and primary investment decision-maker. The firm operates as a boutique multi-family office, serving a concentrated book of high-net-worth families, predominantly in the Southeastern United States. Wealth-creation backgrounds among its client base differ from the tech- and private-equity-derived fortunes concentrated on the coasts, which shapes the firm's investment posture. The firm runs a discretionary investment management model centered on direct indexing. Lyons constructs separately managed accounts of individual equities and fixed-income instruments for each client, rather than allocating to commingled mutual funds or model portfolios from outside strategists. This approach allows the firm to harvest tax losses at the individual security level, manage concentrated stock positions, and tilt exposures toward specific factors or sector views. The firm's investment committee — led by Lyons personally — sets asset-allocation policy and monitors portfolio drift internally. The firm's fixed-income work tends toward individual municipal and corporate bonds, laddered to match client liquidity needs. Lyons Wealth Management runs a lean operation, with a team sized to serve fewer than 50 families deeply rather than scaling through mass prospecting. The firm has not disclosed total assets under management or a deployment pace. Its operating model emphasizes consolidated household balance-sheet management — integrating investment policy with estate-planning coordination, cash-flow forecasting, and tax-preparation oversight — a scope that positions it closer to a family office than a conventional retail advisory. The firm maintains a single office in Winter Park and has not expanded to other markets. Structurally, the firm functions as an independent RIA that has deliberately resisted the consolidation wave sweeping the Florida wealth-management market. Lyons continues to run the investment committee and maintain direct portfolio-manufacturing capability, a model that stands apart from the aggregation-platform approach adopted by many of its Florida peers who outsource investment management and focus on client acquisition. The firm accepts external clients, but its book appears managed for longevity and client stability rather than asset aggregation goals.