We are Lyell


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.


Rearview Mirror | May 10, 2023

The Federal Reserve (“Fed”) has a dual mandate for maximum employment and price stability. It seeks to achieve these goals through monetary policy by controlling short-term interest rates and money …

What's New - Perspectives - January 30, 2023

What’s New | January 30, 2023

COVID and its economic dislocations, government policy responses, and their after-effects continue to materially alter the global landscape. While Lyell Wealth Management sees some pre-existing investment themes as enduring, such …

2022 Snapshots

2022 Snapshots | September 16, 2022

Lyell Wealth Management invests substantial resources in proprietary research in order to distinguish real economic and market data from the narratives pushed by the sensationalist financial media. We periodically publish …

Panic at the Fed? Background image is of a forest with mist

Panic at the Fed? | June 24, 2022

We are now eight months into the Federal Reserve’s most aggressive financial tightening campaign in decades. While the first policy hikes took place in March 2022, financial markets have been …