Lyon Park Advisors, LLC, also known as Point Loma Advisors, is a financial planning and investment management firm based in Rossville, IN. They offer comprehensive financial planning services, including savings, investments, retirement plans, employee benefits, taxes, and insurance, tailored to individual clients' financial circumstances and values.
With a focus on optimizing financial and investment choices while limiting risk, Lyon Park Advisors implements investment strategies using passively managed ETFs and mutual funds with low expense ratios. Clients have the option to have the firm implement their financial plan, manage their investments, and provide ongoing support, or they can choose to subscribe to the do-it-yourself financial planning service offered by Point Loma Advisors.
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