Johnson Lyman Wealth Advisors
www.jlwealth.comJohnson Lyman Wealth Advisors is a Palo Alto based registered investment advisor originally founded in 1985. The current firm was created from a partnership of Steve Johnson and Rob Lyman to deliver best-in-class Wealth Management services to high net-worth families and individuals in the San Francisco Bay Area. Because we are fully owned by our key employees, we are completely independent of the winds of change that are buffeting many of the nation’s banks and brokerage houses. When you work with Johnson Lyman Wealth Advisors, you can be assured that our advice is based on completely objective, rigorous research and analysis – and designed specifically to meet your unique needs. Johnson Lyman Wealth Advisors, its predecessor firm, their principals, and members of our Wealth Management team have over 25 years of experience serving hundreds of clients throughout the Bay Area and nationally. We have dedicated our professional careers to helping our clients proactively design and successfully manage their lives, and we take responsibility in partnering with them in their quest to make a difference.
Read moreJohnson Lyman Wealth Advisors is a Palo Alto based registered investment advisor originally founded in 1985. The current firm was created from a partnership of Steve Johnson and Rob Lyman to deliver best-in-class Wealth Management services to high net-worth families and individuals in the San Francisco Bay Area. Because we are fully owned by our key employees, we are completely independent of the winds of change that are buffeting many of the nation’s banks and brokerage houses. When you work with Johnson Lyman Wealth Advisors, you can be assured that our advice is based on completely objective, rigorous research and analysis – and designed specifically to meet your unique needs. Johnson Lyman Wealth Advisors, its predecessor firm, their principals, and members of our Wealth Management team have over 25 years of experience serving hundreds of clients throughout the Bay Area and nationally. We have dedicated our professional careers to helping our clients proactively design and successfully manage their lives, and we take responsibility in partnering with them in their quest to make a difference.
Read moreCountry
State
California
City (Headquarters)
Palo Alto
Industry
Employees
1-10
Founded
1985
Estimated Revenue
$1 to $1,000,000
Social
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President and Wealth Advisor
Email ****** @****.comPhone (***) ****-****