Brad E. Lyons,  CFP<sup>&reg;</sup> - Financial Advisor

Brad E. Lyons, CFP®

Investment Manager

Wiser Wealth Management

125 Church St NE, Ste 220
Marietta, GA 30060-1948
(678) 905-4450 CONNECT WITH Brad
  • facebook link
  • twitter link
  • linkedin link
  • youtube link


Brad Lyons is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wiser Wealth Management in Marietta, GA and the surrounding communities.

Financial Advisor Overview

The Wiser Wealth Management team is committed to helping clients identify, understand and commit to a long-term planning and investment objective that is both realistic and appropriate. Our investment and planning solutions are based on putting the client first, by operating as a fee-only firm and accepting fiduciary responsibility. Our services include portfolio management, financial planning and business retirement plans. Quality tax and legal services are offered through seamless professional partnerships. Financial planning is offered under a traditional asset under management, fee-only approach. Hourly planning is also available. For planning & asset management, our team will provide a full scope of support for your financial health. Our process starts with an organization meeting to establish a baseline of your current financial health. We then have an interactive draft meeting to discuss goals, areas of concern and lay out a concept on how to improve from the established baseline. Our delivery meeting will cover how to best allocate your resources to obtain your financial goals and introduce other professionals (CPA, Attorney, etc.) as needed. Ongoing annual review meetings are conducted to assess your financial health each year. Our advisors are fiduciaries. We have a legal responsibility to act in a trustworthy and responsible way. There are no conflicts of interest. We don’t push products. Instead, we work with you to develop a financial plan that suits your needs. We build a financial plan and portfolio for you. Our CFP® professionals evaluate your financial health and build a plan and portfolio tailored just for you. Our fees are simple and transparent. We have an easy fee structure based on how much assets we manage for you or billed on an hourly basis.


Financial Advisor Experience

Brad Lyons, CFP® and Investment Manager, started at Wiser in 2019. Brad brings over 30 years of experience in financial planning and investment strategies to the Wiser team. He is a CERTIFIED FINANCIAL PLANNER™ professional and is passionate about helping others find financial success and confidence. Brad attended Iowa State University and earned a Bachelor of Science degree in Business Administration. He completed his MBA from Golden Gate University and earned a certificate in recognition for successfully completing the Professional Financial Planner Program at Oglethorpe University.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • Other - MBA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Disaster Recovery, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Getting Married, Insurance, Job Loss, Life Planning, Retirement, Long-term Care, Starting a Family, Sudden Wealth, Special Needs


Helpful Financial Planning Resources