Lyon Polk is the founder of The Polk Wealth Management Group, a 20 person team that advises on more than $16 billion as of December 2018. His areas of concentration include investment management, portfolio construction, and alternative investments.
Lyon has been recognized yearly from 2008-2018 as one Barron’s Top 25 Financial Advisors in the US, and in 2018, was ranked #1 in the country. Additionally, Lyon has been named to Forbes’ Best-In-State Advisors and Barron’s #1 Best-In-State Advisors (2019).
He is a frequent speaker at events and conferences across the country, and he and his team have been featured and/or quoted in the following publications: The Wall Street Journal, The New York Times, The Financial Times, Barron’s, Forbes, Worth Magazine, and Super Yacht Magazine.
At Morgan Stanley, Lyon is a member of the Firm’s Wealth Management Advisory Cabinet, which advises to the President of Morgan Stanley. Additionally, within the community, Lyon serves on the board of the New York Boys Club, and was previously a board member of the Spence School.
Lyon’s family has been involved in local and national politics for generations. A graduate of Hartwick College, Lyon lives in New York with his wife and two daughters.
Securities Agent: WY, WV, WI, WA, VT, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative