About The Lyman Group

Who We Are

Our goal is to navigate the future with our clients, offering innovative choices that can help to preserve wealth and provide financial independence.

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.

The Lyman Group Promise

We advocate for our clients every step of the way—offering the education and support you need to make the decisions required to help protect great legacies. Together, we’ll design the right plan to help 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 competitive underwriting offer.