Let us navigate a secure future for you
Douglas J Lyons Group is a private, independent and locally owned wealth management firm. Our number one focus is the success of our clients. That is why we are established as a Registered Investment Advisor in New Jersey offering unbiased expert financial advice.
Our clients believe that expertise and integrity matter. In today’s complex environment working with an advisor that has the credentials and experience and employs them for clients’ interests alone is paramount. Mr. Lyons has more than 25 years experience in the financial services industry working with individuals and businesses. He’s achieved the industry’s premier designations: Chartered Financial Analyst (CFA®) and Certified Financial Planner™ (CFP®). The CFA® designation has become the most respected and recognized investment designation in the world. The CFP® designation is the most widely recognized comprehensive financial planning designation in the US.
Portfolio Stress Test
Stress test your investment portfolio right now to see how it will react to a potential future market crisis:
* Negative Interest Rates hit the US
* Euro Meltdown
* China real estate collapse
As a CDFATM®, we are uniquely trained to help with the financial aspects of your divorce. We understand the rules of divorce and will work with you and your attorney to ensure your financial security.
Are you certain your retirement savings, pension and social security will be enough? At our firm, we help you chart your course to a worry-free retirement.