Todd guides his clients towards successful retirement outcomes specializing in wealth accumulation, retirement strategies, investment management, college finances, tax efficiency and estate planning. Since 1984, WPC has helped individuals prepare for and transition through retirement. As an Independent Registered Investment Advisor and Fiduciary, we work on the same side of the table as our clients, without the inherent conflicts of commissions and proprietary product lines used by many other financial services organizations. Our objective approach provides a solution that is in the best interest of our clients. Todd specialties are Financial Planning, Investment Management.
Todd Lyon
Wealth Advisor, CFP® Professional
Wealth Planning Corporation
United States, Ohio, Cincinnati
About Me
Profile Information
Wealth Advisor, CFP® Professional
Wealth Planning Corporation
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Cincinnati
Ohio
United States
May 23, 2025
More profiles to browse
Jerry Yox
Lead Advisor
TD
Tim Dougherty
Financial Advisor
Noah Sayre
Financial Planning & Investment Associate
TS
Todd Steinbrink
President
You Might Like
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
PG
Patricia Gee
Operations
Manhattan Family Office
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation