Rob Lyman, CFP®
President & Wealth Advisor
Rob is President and principal architect of the firm’s highly personalized and comprehensive Wealth Management service. Rob serves as the lead advisor for all the firm’s clients, which include corporate tech executives of all stripes, business owners, entrepreneurs, successful professionals, and individuals and families (including a specialty in solo agers).
Rob delights in making a difference in his clients’ lives. His passion is to partner with clients, empowering them to clarify goals, discern next steps, and get into action. Rob is an experienced behavioral investment counselor and serves as both a coach and advocate for his clients. Rob enjoys collaboratively working with clients, bringing a fresh perspective that allows them to generate inspiration and create new possibilities for themselves. He has expertise in helping clients create healthy personal and money relationships (both with children and aging parents) in their family.