Todd Lyon

Lead Advisor, CFP® Professional at Wealth Planning Corporation - Sharonville, OH, US

Todd Lyon's Colleagues at Wealth Planning Corporation
Patrick Scarborough

Chief Investment Officer

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Malea Hornback

Associate Financial Advisor

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Gerald Yox

Lead Advisor

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Louann McNamara

Administrative Associate

Contact Louann McNamara

Howard Hughes

Managing Partner - Certified Financial Planner

Contact Howard Hughes

Noah Sayre

Relationship Associate

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Jerry Yox

Lead Advisor

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Todd Lyon's Contact Details
Email (Verified)
***@wealthp.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
513-733-1750
Location
Company
Wealth Planning Corporation
Todd Lyon's Company Details
Wealth Planning Corporation logo, Wealth Planning Corporation contact details

Wealth Planning Corporation

Sharonville, OH, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

Established in 1984, Wealth Planning Corporation is a financial planning and investment management firm commited to helping individuals improve their long-term financial well being.Our Money Coaching System® is the result of years of practical experience and brings together all of the elements of finance, investments, and estate planning. Our unique process provides a methodical approach to organizing, forecasting and strategically planning your path to financial independence.As an independent Registered Investment Advisor, Wealth Planning Corporation eliminates the conflict of interest inherent in most financial service providers, which depend on brokerage commissions. This allows us to offer more objective and unbiased financial advice. WPC has the expertise you need to feel confident about your finances, your future and the decisions you make along the way.

Comprehensive Financial Planning Investment Management Estate Planning Tax Planning Investment Bank/Securities Brokerage Management Investment Open-ended
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Frequently Asked Questions about Todd Lyon
Todd Lyon currently works for Wealth Planning Corporation.
Todd Lyon's role at Wealth Planning Corporation is Lead Advisor, CFP® Professional.
Todd Lyon's email address is ***@wealthp.com. To view Todd Lyon's full email address, please signup to ConnectPlex.
Todd Lyon works in the Investment Management industry.
Todd Lyon's colleagues at Wealth Planning Corporation are Patrick Scarborough, Malea Hornback, Gerald Yox, Louann McNamara, Howard Hughes, Noah Sayre, Jerry Yox and others.
Todd Lyon's phone number is 513-733-1750
See more information about Todd Lyon