Erica Lyall, CFP, CDFA
Financial Advising
Why pick this one
Erica Lyall, CFP® and CDFA®, specializes in divorce and life-transition financial planning and brings more than 20 years of wealth-management experience.
Best for
- women navigating divorce
- clients needing coordinated financial planning with attorneys and tax professionals
- retirement and long-term wealth planning
- estate, trust, and legacy planning
- business owners planning succession
- families integrating investments, tax planning, and education planning
Look elsewhere if
- someone needs an emergency financial service or immediate transaction processing
- someone wants only a narrowly focused investment transaction rather than comprehensive financial planning
Specialties
- divorce financial planning
- retirement planning
- estate and legacy planning
- tax planning
- business owner planning and succession
- charitable giving
- education planning
- health and insurance planning
Certifications
- CERTIFIED FINANCIAL PLANNER™
- Certified Divorce Financial Analyst™
What makes them different
- Erica Lyall holds both CFP® and CDFA® designations
- Erica Lyall has more than 20 years of experience in wealth management and philanthropy
- Erica Lyall has personal experience with divorce and specializes in supporting women through divorce and beyond
- Erica Lyall partners with clients' attorneys and tax professionals
- Strategic Advisory Partners provides private market access and alternative investments
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 3819 Lawndale Dr, Greensboro, NC 27455-1605
- Phone
- +13366098420
- Website
- https://strategicadvisorypartners.com/erica-lyall/
- info@strategicadvisorypartners.com
Services
- financial planning
- investment management
- wealth strategy
- tax strategy
- risk management
- estate and trust planning
- private market access
- alternative investments
- portfolio strategy and allocation
- ongoing investment oversight