Nick Lyons

Nick Lyons is a financial advisor and partner with Piedmont Financial Partners, serving families, business owners, and retirees. Originally from Olean, New York—approximately 60 miles south of Buffalo—Nick brings a disciplined, relationship-focused approach to financial planning.

Nick specializes in retirement income planning, tax-efficient distribution strategies, Roth conversion planning, and multi-generational wealth structuring. He primarily works with individuals and families with $500,000 to $5 million in investable assets, helping them transition from accumulation to income generation, preservation, and legacy planning.

He holds his Series 7 and Series 66 licenses, along with Life and Health insurance licenses, allowing him to provide comprehensive guidance that integrates investment management with coordinated protection strategies.

Nick’s wife, Jen, has been a Nurse Practitioner for the past 4-5 years, serving in family medicine. Their shared commitment to service and long-term relationships influences Nick’s advisory philosophy and approach with clients.

Nick participates in community and professional associations and values building lasting client relationships rooted in trust, stability, and transparency. Outside of work, he enjoys golf, the outdoors, and spending time with Jen and their family.