THE LYMAN GROUP’S GOAL IS TO PROVIDE CLEAR, CREATIVE SOLUTIONS FOR EACH CLIENT’S INDIVIDUAL CHALLENGES AND CIRCUMSTANCES.
The Lyman Group is a boutique financial services firm specializing in the needs of owners of closely-held businesses and other high net worth individuals. Our primary focus is on creating strategies for business succession, estate planning, and executive compensation. We work as active partners with our clients during every stage of the wealth management process, from plan design through implementation and ongoing service.
The Lyman Group offers a level of personalized service that larger firms find difficult to match. We choose to work with fewer clients so that we are able to provide them with our undivided attention. We work together with our clients and their other advisors to understand the big picture of their financial goals and challenges.
We strongly believe that any good advisor relationship is built on trust. Financial decision making can be an extremely personal and sensitive process, and should only be conducted within a collaborative, understanding environment. The Lyman Group will approach your unique concerns with warmth and empathy, and work to understand your entire financial picture before proceeding with a plan.
Our stance to wealth management is proactive and flexible. Economic conditions and government regulations are swiftly changing, and we want to help our clients to be responsive to these fluctuating circumstances. We encourage clients to articulate their goals and then strive to keep those objectives in mind throughout the planning process, while being quick to respond to changes on an individual or economic level. Our approach includes periodic reviews of each client’s plan to make sure that original goals are still being met.
The process of transferring wealth can often feel overwhelming. Although a client’s financial concerns can be quite complex, addressing those concerns does not have to be. We strive to educate our clients on the strategies we propose, making sure that all parties understand both the goals and solutions.
Meet the Team
Welcome to the Lyman Group
A top level look at the services we offer.
The Big Picture
Because your objectives are personal and complex, we will work closely with your tax and legal advisors to identify specific needs and to develop an integrated plan just for you.
With some simple planning, businesses can work to secure their futures from the loss of their owners and key executives.
We are committed to working with our clients to help them determine their long-term personal financial goals. In addition, we work with our clients on structuring their estate assets with a goal of minimizing tax liabilities and maximizing value to future generations.
Underwriting is the process of applying and being approved for insurance. The underwriting decision ultimately affects how much each client will pay for insurance, so we aim to educate and support our clients throughout the process.