Our Wealth Team

A Legacy Of Excellence Since 1978

Our seasoned team consists of principals who each bring decades of professional experience. Having come from renowned, national accounting firms, our advisors have experience serving clients in a variety of industries. We have observed that some of our clients were underserved by their financial advisors who seemed more concerned with sales and investment results. Every member of our team is dedicated to delivering a standard of service that has been our hallmark since the firm was founded in 1978.

Tom Lydon III ESQ.

Private Wealth Manager

Sean Lydon, CPA, ABV

Private Wealth Manager

Thomas J. Lydon, CPA, PFS

Financial Advisor

Accounting Experience That Strengthens Your Plan

Behind every sound wealth strategy is a strong foundation of tax insight. We believe that clients are best served when their financial advisors are focused on maximizing after-tax wealth. An investment plan that adequately addresses your overall long-term tax burden will help you ultimately keep more money. Our in-house accounting team offers decades of technical knowledge and precision, helping ensure your financial plan is not only effective, but also tax-efficient.

Meet Our Accounting Team

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Concierge-Level Wealth
& Tax Management.

LEARN ABOUT US

Learn About Us

Finding Opportunities.
Filling The Gaps.

DISCOVER OUR APPROACH

Discover Our Approach

Plan To Live Confidently
& Leave A Legacy.

GET STARTED TODAY

Get Started Today