The Lyman Group is a relationship-focused firm with over 50 years of experience, asking the right questions, presenting choices, and creating financial strategies that advocate for our clients and their unique needs.
We work with people like you—professionals, business owners, and affluent families—to offer big-picture financial planning, including wealth transfer, retirement and long-term care, business succession, and executive compensation. We take pride in offering a safe and enlightening environment where you can answer life’s big questions and chart a course for you, your family, and generations to come.
We advocate for our clients every step of the way—offering the education and support you need to make the decisions required to protect great legacies. Together, we’ll design the right plan to serve you and your success.
We listen carefully and educate about innovative solutions so that you can make informed decisions to meet your goals and objectives.
We work with your advisors to leverage everyone’s expertise, leading to greater transparency and more comprehensive planning for today and the future.
We go to bat for you during all stages of the process—from identifying areas of potential exposure, to negotiating the very best underwriting offer.