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.



Running with Scissors | September 12, 2019

The markets are contending with many significant issues that have led to increased volatility. The primary issue is the U.S.-China trade war and associated slowing of the European, Japanese and …


Total Return | May 31, 2019

There is an old saying in the investment world that “Profits are an opinion, but dividends are a fact.” The implication is that nothing matters until an investor has received …


Patience | February 4, 2019

Last year was a turbulent one for investors in which virtually every asset class ended flat to down. As noted in the August Tug of War Perspective, Lyell Wealth Management …


This Side of the Pond | October 15, 2018

Perhaps the most consensus investment advice in recent years has been for investors to allocate more funds overseas. Financial media and commentators consistently tout the merits of international investing with …