Company Overview
- Headquarters
- 2600 El Camino Real, Suite 500, Palo Alto CA
- Website
- jlwealth.com
- Phone
- (650) 494-2733
- Employees
- 2
- Founded in
- 1985
- Industry
- Financial Services
Financials & Stats
Revenue
$1B
Who is Johnson Lyman Wealth Advisors
Johnson Lyman Wealth Advisors is a registered investment advisor located in Palo Alto, California. Founded in 1985, the firm was established by Steve Johnson and Rob Lyman to provide wealth management services to high net-worth families and individuals in the San Francisco Bay Area. As a firm entirely owned by its key employees, Johnson Lyman Wealth Advisors maintains its independence from the external pressures faced by many banks and brokerage houses. The firm specializes in delivering customized wealth management solutions tailored to the specific needs of each client. Their team of experienced professionals, boasting over 25 years of combined experience, assists clients in proactively designing and managing their financial lives. Johnson Lyman Wealth Advisors distinguishes itself through its commitment to objective, rigorous research and analysis. The firm believes in providing clients with advice that is free from external influences, ensuring decisions are made in their best interest. Clients can reach Johnson Lyman Wealth Advisors through their website at jlwealth.com.
Johnson Lyman Wealth Advisors Industry Tags
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