Dana Lyon, MBA, AWMA™, CRPC™
Wisely designing retirement plans
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Capital Wise Advisory
Dana Lyon, MBA, AWMA™, CRPC™
Wesley Chapel, FL
Serving Clients Nationwide
Wisely designing retirement plans
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Hi, I'm Dana Lyon. I'm the founder of Capital Wise Advisory which is a boutique financial planning and investment advisory firm. With over two decades in personal finance, I am equipped with the insights and acumen to navigate the complexities of today's retirement planning.My passion lies in guiding those on the cusp of retirement or who have recently embarked on this new chapter. I desire to help you make the most of your most valued resource, life.
As an independent, fee-only financial advisor, my approach is simple - friendly, professional, meticulous.
Beyond the numbers and charts, I am a family man, a married father of three and grandfather to two wonderful grandsons. Embracing a lifestyle of wellness, I find joy in Peloton classes, weight training, and my latest venture into pickleball has been a delight.
At Capital Wise Advisory, we're more than just advisors; we're architects of peace of mind and curators of the retirement you've always envisioned. Let's embark on this journey together.
Professional Designations
- Accredited Wealth Management Advisor (AWMA)
- Chartered Retirement Planning Counselor (CRPC)
Affiliations
-
National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
28210 Paseo Drive Suite 190-226 Wesley Chapel, Florida 33543
About our Firm
Capital Wise Advisory offers comprehensive financial planning and investment advisory services with a focus on those about to retire or recently retired.Hobbies and Interests
- Family
Who We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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