I’m David Lyon, CFP®, EA, CEPA®, and I founded Lyon Wealth Advisory with one purpose: to help restaurant owners turn their business success into lasting personal wealth. I know firsthand how isolating and exhausting this industry can be. On the outside, your restaurant may look like a thriving success, but privately, the financial uncertainty weighs heavily. I’ve lived that reality myself as a restaurant owner, and it’s why I built a firm dedicated exclusively to serving this community.

At Lyon Wealth Advisory, we don’t give cookie-cutter advice. We created The Restaurant Owner Wealth System, a specialized planning framework that addresses the unique challenges of hospitality entrepreneurs. We help you master cash flow, reduce taxes, build investment strategies around your preferences, and prepare for an eventual exit so you can protect what you’ve built.

Our work goes beyond financial planning. We serve as an ongoing partner who understands how your business and personal life intersect. Whether it’s stabilizing income, evaluating real estate, coordinating with your CPA, or modeling the impact of growth or sale decisions, we bring clarity and confidence to every step.

We operate as independent fiduciaries, flat-fee only, with no commissions or hidden agendas. Our mission is simple: to give restaurant owners peace of mind, protect their families, and help them build generational wealth.