Independent. Fiduciary. Registered Investment Advisers.
Dream. Plan. Achieve.
Lyon Bern, LLC is a premier Independent Registered Investment Adviser (RIA) dedicated to reshaping the landscape of wealth and asset management. Driven by fiduciary excellence, we prioritize our clients' financial futures, ensuring every decision made is in their best interest.
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Our firm's unique approach harnesses advanced financial planning tools and innovative strategies, making sophisticated investment solutions accessible to all. Through a seamless blend of technology and expertise, we provide a consolidated view of your financial world, ensuring real-time monitoring of net worth while offering a secure vault for vital documents.
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Beyond traditional wealth management, we empower business owners and professionals through our Legacy Value Advisory Services which comprises of value enhancement, exit planning, and value acceleration services. Our experienced advisors help identify, protect, grow, extract, and manage business value, transforming companies into legacy-building assets and turning transitions into well-planned liquidity events.
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At Lyon Bern, our success isn't just measured in numbers but in the prosperity, growth, and trust of those we serve—today and for generations to come.
Our Services
PRIVATE WEALTH & ASSET MANAGEMENT
LEGACY VALUE ADVISORY
EXIT PLANNING REIMAGINED
COMPREHENSIVE FINANCIAL PLANNING
At Lyon Bern, our active management service allows clients to delegate the management of their investment portfolios to our experienced team. Utilizing our proven investment strategies, we tailor each portfolio to meet individual needs and risk profiles. We leverage advanced financial technology and thorough analysis to optimize performance. All separate managed accounts are handled through our primary custodian, Charles Schwab, ensuring security and reliability.
Our investment approach seeks to build portfolios with smart beta, which consists of managing risk by strategically diversifying between asset classes with less correlation between them, thus creating an endowment-style portfolio with the use of alternative assets and investment strategies.
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Equities
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Fixed Income
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Cash Management
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Alternative Investments
At Lyon Bern, Legacy Value Advisory is Puerto Rico’s leading advisory service dedicated exclusively to doctors and business owners seeking to transform their life's work into enduring, transferable wealth.
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Led by Certified Exit Planning Advisors (CEPA), we go beyond traditional business valuations. Using the Value Acceleration Methodology®, we help you identify, protect, grow, extract, and manage the full value of your business or medical practice — all with a focus on clarity, purpose, and results.
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For medical professionals, we help uncover the true value of your medical practice and work alongside you to design a personalized strategy — whether you're planning to grow, expand, or retire. Backed by a board of seasoned healthcare industry experts, our team provides hands-on guidance to evaluate your options and execute a transition plan that aligns with your goals and maximizes long-term value.
At Lyon Bern, our Comprehensive Financial Planning service is designed to help clients achieve their financial goals through a holistic approach. We provide personalized financial plans that encompass, saving, investing, retirement planning, tax strategies, and estate planning. By leveraging advanced financial technology, we run stress tests, 'what-if' scenarios, and future cash flow projections to ensure a 99% probability of success. Our goal is to provide clarity and confidence in your financial future, offering tailored solutions that align with your unique needs and objectives.
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Retirement Planning
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Estate & Legacy Planning
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Tax Planning
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Insurance Strategies
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Educational Funding Strategies
