Your Trusted Partner in Wealth & Legacy Planning.
Where Financial Architecture Meets Portfolio Engineering.
Lyon Bern is an independent, fiduciary, private wealth and asset management firm dedicated to delivering a higher standard of comprehensive financial planning and investment management. We design and execute every client strategy through our dual discipline: Financial Architecture, which builds the full blueprint of your financial life, and Portfolio Engineering, which constructs diversified, institutional-grade portfolios aligned to your goals.
​​
Our independence ensures that our recommendations remain completely aligned with your best interests—not the agendas of banks, product manufacturers, or broker-dealers. This freedom allows us to deliver transparent, objective advice supported by deep research, disciplined analysis, and rigorous due diligence.
​​
As a fiduciary RIA, we provide more than advice; we hold ourselves to the highest level of care. Every plan we design and every portfolio we engineer is grounded in a thoughtful understanding of your goals, risks, priorities, tax considerations, and long-term vision. Your interests drive every decision—without exception.
Our Services
COMPREHENSIVE ADVISORY SERVICES
Financial Planning for Every State of Life
Our Comprehensive Advisory services unite every stage of your financial life through the Lyon Bern method of Financial Architecture. From foundational planning to advanced wealth strategy, each advisory tier is designed to evolve with you:
​
-
Bern Nova helps young professionals build financial structure and momentum.
-
Bern Aura advances that foundation with dynamic, data-driven planning and investment coordination.
-
Bern Alpha integrates full wealth management, risk mitigation, and tax-efficient strategies.
-
Bern Legacy prepares business owners and families to protect, transition, and preserve their wealth for generations.
​
Together, they form a continuous framework—ensuring your financial architecture grows stronger, smarter, and more purposeful at every stage of life.
PORTFOLIO DESIGN & ASSET MANAGEMENT
Precision-Built. Actively Managed. Endowment-Inspired.
Our Portfolio Engineering process transforms research, discipline, and innovation into measurable results. Every portfolio at Lyon Bern is conceived, tested, and managed entirely in-house, ensuring full alignment between your goals and our fiduciary decisions.
​
We combine public and private markets—equities, ETFs, fixed income, private credit, real estate, and private equity—within a unified, risk-adjusted framework. This Endowment-Style approach delivers true diversification and resilience through changing markets, balancing growth, income, and stability.
​
Every strategy we design reflects institutional access, active precision, and generational purpose—built not only to perform today, but to endure for decades.
-
Cash & Treasury Management
-
Equities
-
Fixed Income
-
Alternative Investments
-
Private Credit​
-
Private Equity
-
Real Estate Alternatives
-
