Independent. Fiduciary. Registered Investment Advisers.
Where Financial Architecture Meets Portfolio Engineering.
Lyon Bern, LLC is a premier Independent Registered Investment Adviser (RIA) redefining the standard of Private Wealth and Asset Management through the fusion of Financial Architecture and Portfolio Engineering. Guided by fiduciary excellence, we align every recommendation and portfolio decision with our clients’ vision, goals, and long-term prosperity.
​
Our Financial Architecture process, delivered through our Bern Alpha and Bern Aura advisory frameworks, transforms complex financial lives into organized, purpose-driven strategies. We integrate advanced planning methodologies, data analytics, and proprietary technology to construct a clear and adaptive blueprint that manages every aspect of wealth, investments, business interests, cash flow, and financial risks.
​
Our Portfolio Engineering discipline complements this architecture with institutional-grade investment design, combining traditional and alternative asset classes to pursue growth, income, and stability through all market conditions. Each portfolio is engineered to work in harmony with the client’s overall plan—maximizing efficiency, minimizing risk, and maintaining alignment with their life objectives.
​
Through Bern Legacy, we extend this vision beyond wealth accumulation toward preservation, transition, and impact. Whether structuring family succession, optimizing business exits, or aligning assets with long-term philanthropic and estate goals, Bern Legacy ensures that wealth continues to serve purpose—across generations and enterprises.
​
At Lyon Bern, we believe that true wealth is architected, not accumulated. By uniting Comprehensive Advisory, Portfolio Engineering, and Legacy Strategy, we empower our clients to live with clarity, confidence, and continuity—today and for generations to come.
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.
-
Equities
-
Fixed Income
-
Cash Management
-
Alternative Investments
-
Private Credit​
-
Private Equity
-
Real Estate Alternatives
-
