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This we believe

Your money, well managed, sets you free

We’ve been inspiring people like you since 2006 with our uncommon approach to a common financial challenge:
If you have a quantity of cash but not enough quality of life, let’s find out why – and fix it together.

For whom?


Welcome to Lyra

HOW CAN YOU LIVE WITH THE freedom
OF A man WITH NO ASSETS
BUT THE LUXURY OF A RICH man?

Contact us and we’ll tell you the rest of our tale.

Start


The Fine Heart
of Financial Advice

NO KICKBACKS, NO DOUBLESPEAK, NO KIDDING … THIS IS WHAT FINANCIAL ADVICE IS SUPPOSED TO BE.

INTERNATIONAL NETWORK

FOUNDING MEMBER

global association of independent advisors




Women and finance

WHY ARE SO FEW WOMEN
TAKING CARE OF THEIR INVESTMENTS?

This accessible and friendly guide will awaken women's interest in finance and help them take charge of their investments.

Our publications



Here's to your wealth

for people just like you

We’ll show you how to Heal Your Investments by applying what institutions already know and do to preserve their foundational wealth and fund their ongoing aspirations. In fact, we wrote the book on it, for people just like you.

Our publications



You have big plans for the future.
Let us help you realize them.

Schedule a free 30-minute phone call