We are Lyell | We are Experts | We are Independent | We are Accessible | We are Full-Service

 | Our principals' experienced, complementary backgrounds allow us to provide relevant counsel on a broad range of financial issues. | As an employee-owned company with no products, Lyell offers objective, open-platform advice and investment solutions. | Lyell anticipates and reacts to our clients' needs on their timeframes. We prioritize client communication and access. | Lyell advises on every element of our clients' financial lives. Investment management. Tax planning. Trusts and Estate. Retirement. Company Stock. Name a financial issue, and we can help.

About Us

Lyell Wealth Management is an independent wealth management firm headquartered in Menlo Park, CA. We specialize in extensive financial planning and customized investment management for individuals, families and select non-profits.

We work in a collaborative environment which delivers to our clients the collective knowledge, expertise and insights of the Firm’s professionals.



Tug of War | August 1, 2018

One can make a compelling narrative why the bull market in U.S. equities is not over. For starters, 2018 has ushered in the lowest statutory corporate tax rate since the …


Reality Check | April 2, 2018

Investors enjoyed a tremendous 2017. An improving economy and ample global liquidity resulted in rising stock markets with unusually low volatility. This environment lasted through January, while February ushered in …


Lyell Update | December 15, 2017

2017 has certainly been an interesting year. There have been many reasons why one might have wanted to bet that “the end has come” to this economic expansion and the …


Is It a Peak? | September 30, 2017

The year thus far has been marked by yet another rally in asset prices, as the majority of global investment markets continue to trend higher. The following chart (chart 1), …