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

 | 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. | Lyell is deeply committed to and involved with a wide range of local and charitable causes. We dedicate time and funding support to these worthwhile non-profit activities.

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.


Living With Covid | September 20, 2021

The global economy and markets navigated a rocky summer of accelerated Covid-19 infections despite widespread vaccinations in much of the developed world. The re-opening has been more modest than anticipated …

Re-Opening | May 14, 2021

The successful vaccine rollout has enabled a gradual re-opening across the United States and other parts of the developed world. A combination of money growth, wealth effect, robust earnings and …

2021 Snapshots | January 10, 2021

The global economy had a massive shock in early 2020 when the Covid pandemic erupted and shutdowns ensued. Despite a big rebound, U.S. real GDP was still 3.4% below its …

Easy Money | September 4, 2020

To many observers the global economy seems stuck on pause as Covid-19 rolls its way through different geographies. Workers able to work remotely are doing so, while millions of “non-essential …