Byron Financial

Who We Are

Byron Financial is a distinguished asset management firm that delivers comprehensive financial services to a discerning group of ultra-high net worth clients across the country. Our veteran team is dedicated to crafting innovative financial planning solutions tailored to help achieve each client's asset accumulation and preservation goals, while navigating families through the financial cycles of their lives. We pride ourselves on being a "Family CFO, " providing attentive and personalized service, and being a trusted partner in managing our clients' financial well-being. We possess a deep understanding of their goals, lifestyles, and aspirations, continuingly offering guidance through life's milestones and challenges.

How We Differ

Team of Advisors: Our team of experienced professionals, holding prestigious designations such as CFP, CPA, and Personal Financial Specialist, work collaboratively to address the diverse aspects of each client's financial picture. By coordinating with clients' other advisors - CPAs, attorneys, brokers, bankers - we ensure a comprehensive level of planning, providing a seamless and integrated experience for our clients.

Experience: With more than 30 years in the financial industry, our firm boasts a wealth of experience that allows us to create innovative and customized asset management solutions. This depth of experience offers our clients the confidence and stability they seek in managing their financial affairs.

Selective: We focus on a niche market of ultra-high net worth clients with first generation wealth. Over 76% of our client base has experienced a liquidity event, mostly the sale of a business, real estate, or shares in a company. Our expertise in advance planning and guidance through the liquidation process, as well as our valuable insights during these transitions, make us an invaluable partner.

Transparent: Client assets are held at two of the largest custodians in the U.S. - Charles Schwab & Co. and TD Ameritrade. Our firm does not custody money and invests in fully transparent, publicly traded mutual funds. We pride ourselves on transparency, ensuring our clients are well-informed and confident in their investments.

Disciplined: Our disciplined and customized rebalancing strategy, based on systematic and proactive communication with our clients, consistently places their needs, goals, and cash flow demands at the forefront of our decision-making process.

Independent: As a fee-based asset manager, we do not invest funds in commission-based products. Our unbiased approach, coupled with our commitment to offering low fees, costs and expenses fully disclosed, fosters trust and allows us to focus solely on the needs of our clients.

Our Services

At Byron Financial, our core values center around providing exceptional service and building long-lasting relationships with our clients. We are committed to understanding our clients' entire financial picture and work diligently to help achieve their financial goals as if they were our own. Our comprehensive services include:

• Tax strategies
• Estate preservation
• Wealth transfer
• Asset management

We ensure that our clients receive honest, forthright, and un-biased advice, adhering to the highest standards of integrity while fostering a culture of teamwork and respect.