Meet Dana Lyon
Your Trusted Financial Guide

Welcome to Capital Wise Advisory, where your journey to a fulfilling retirement is our utmost priority. I’m Dana Lyon, the founder of this 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. We desire to help you make the most of your most valued resource, life.

As an independent, fee-only financial advisor, I hold an MBA and professional designations such as Accredited Wealth Management Advisor™ and Chartered Retirement Planning Counselor™, symbols of my commitment to excellence and continuous learning. 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. 

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