CoverProfile

Todd Lyon

Wealth Advisor, CFP® Professional

Wealth Planning Corporation

United States, Ohio, Cincinnati

About Me

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.

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

TD
Tim Dougherty
Financial Advisor
Profile Photo
Noah Sayre
Financial Planning & Investment Associate
Profile Photo
Jerry Yox
Lead Advisor
PS
Patrick Scarborough
Chief Investment Officer

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners