Mary Lyons
Financial Advisor and Founder of Benchmark Income Group at The Wealth Woman- Claim this Profile
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Bio
Ashlee Woods, J.D., CAP®
Mary helped me with financial planning. It is evident that Mary has mastered knowledge in the area of financial planning. She is passionate about helping her clients find the best solution for their overall financial picture and she takes the time to thoughtfully discuss all areas of a financial plan. She is patient, kind, and easy to work with. She provides financial services with the highest integrity, and is someone who can be trusted.
Molly Van Dyke
Words can not even explain how much Mary has helped me understand the importance of my financial future. She has dummied-down everything for me so I understand it, and has the patience of a saint. I can not recommend her enough!
Ashlee Woods, J.D., CAP®
Mary helped me with financial planning. It is evident that Mary has mastered knowledge in the area of financial planning. She is passionate about helping her clients find the best solution for their overall financial picture and she takes the time to thoughtfully discuss all areas of a financial plan. She is patient, kind, and easy to work with. She provides financial services with the highest integrity, and is someone who can be trusted.
Molly Van Dyke
Words can not even explain how much Mary has helped me understand the importance of my financial future. She has dummied-down everything for me so I understand it, and has the patience of a saint. I can not recommend her enough!
Ashlee Woods, J.D., CAP®
Mary helped me with financial planning. It is evident that Mary has mastered knowledge in the area of financial planning. She is passionate about helping her clients find the best solution for their overall financial picture and she takes the time to thoughtfully discuss all areas of a financial plan. She is patient, kind, and easy to work with. She provides financial services with the highest integrity, and is someone who can be trusted.
Molly Van Dyke
Words can not even explain how much Mary has helped me understand the importance of my financial future. She has dummied-down everything for me so I understand it, and has the patience of a saint. I can not recommend her enough!
Ashlee Woods, J.D., CAP®
Mary helped me with financial planning. It is evident that Mary has mastered knowledge in the area of financial planning. She is passionate about helping her clients find the best solution for their overall financial picture and she takes the time to thoughtfully discuss all areas of a financial plan. She is patient, kind, and easy to work with. She provides financial services with the highest integrity, and is someone who can be trusted.
Molly Van Dyke
Words can not even explain how much Mary has helped me understand the importance of my financial future. She has dummied-down everything for me so I understand it, and has the patience of a saint. I can not recommend her enough!
Experience
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The Wealth Woman
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor and Founder of Benchmark Income Group
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Mar 2020 - Present
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Financial Advisor
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Jun 2008 - Mar 2020
Through simple strategies designed to address complex money problems, I help my clients prepare for the future. My approach addresses the whole picture. I want to protect and ensure their earning potential, while helping them create a lasting legacy. I take a holistic approach to using economics based principles. I work with business owners and families. In both cases we focus on retirement income. Part of the strategy I teach allows my clients to increase the legacy they leave behind without sacrificing their ability to enjoy their money. I believe each generation should be left better off than the last. Most of my clients are already successful. They hire me to help them get to the next level financially. Show less
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Financial Representative
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Mar 2006 - Jun 2008
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Education
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1999 - 2003
The University of Texas at Austin
Bachelor's Degree, Plan II, Journalism
Community
