Trident Wealth Advisors is Re-named “Douglas J Lyons Financial Group”.

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Independent wealth management firm in New Jersey changes firm's name to Douglas J Lyons Financial Group.

Our name has changed, but we remain committed to providing our clients with the highest level of service and expertise.

The company’s new name Douglas J Lyons Financial Group better represents the capabilities and services of this wealth management firm. The name change also draws attention to the Founder, a 20 plus year resident of Bay Head NJ and a former resident of Little Silver NJ.

Douglas J Lyons Financial Group is a Registered Investment Advisor that charges fees for its service. Mr. Lyons, as principal and founder, helps individuals and businesses with financial planning, investment management and investment consulting. He has expertise in helping those going through life-altering decisions, specializing in divorce, retirement, estate and business owner transition.

Mr Lyons has more than 25 years in the financial services business at firms including UBS Financial Services and Merrill Lynch where he served as the wealth management expert to the firms’ most valued clients. He has demonstrated his commitment to his profession by earning two of the financial services industry’s top credentials: Chartered Financial Analyst (CFA®) and Certified Financial Planner™ (CFP®) accreditations.

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Douglas Lyons, CFA, CFP
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