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
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