If you are seeking a long-term advisory relationship, we warmly invite you to begin the process by contacting us at:
Johnson Lyman Wealth Advisors
2600 El Camino Real, Ste 500, Palo Alto, CA 94306
We will be happy to answer your questions about how we work with clients in a preliminary, confidential phone conversation, or “Getting Acquainted” meeting. Please call to schedule a conversation. To make the most effective use of our initial meeting time, we ask prospective clients to complete a confidential “Getting Acquainted” Questionnaire. (Please click the link to download).