Wealth Advisor – Palm Beach Gardens

(561) 346-3734

Work with someone focused on your success

Tim cares deeply about the purpose and direction of your life and how your money intersects and impacts your relationships.

Having proudly called Northern Palm Beach County home since 2008, I am a fourth-generation Floridian originally from Miami with a deep passion for our local history and culture. My wife, Leah, and I are fully immersed in the Palm Beach Gardens and Jupiter communities, raising our four children, cheering them on in academics and sports, and enjoying family time together at Eastpointe Country Club. Outside of work, I play guitar and share with my family an appreciation for Florida’s natural beauty, which we explore on adventures both locally and through travel.

As a financial advisor in Palm Beach Gardens and Jupiter, I bring a comprehensive background to my practice at Lyons Resources. Prior to founding Lyons Resources, I built a career in Risk Management, working with two large, publicly traded insurance intermediaries. My entrepreneurial journey continued as I established an independent insurance agency, where I expanded our offerings by acquiring smaller practices and building complementary businesses. This experience, serving over 200 small business clients and 400 families, opened my eyes to the profound need for financial guidance, especially for those seeking sustainable, long-term strategies. Most recently, I spent five years with a large broker-dealer, deepening my expertise in money management and reinforcing my commitment to an independent approach.

Lyons Resources is a holistic financial management practice dedicated to helping clients achieve more than just financial independence—we strive to empower clients to enjoy a quality lifestyle, ensure sustainable efforts, and pass on their wealth to future generations. Our approach centers around customized financial strategies, developed with a proactive touch. As a financial advisor serving the Palm Beach Gardens and Jupiter areas, I stay connected with my clients, ensuring their plans evolve as life unfolds. At the core of my mission is a commitment to clarity, confidence, and comfort, providing clients with a strong sense of control over their financial futures.

Lyons Resources is proud to align with LPL Financial, a Fortune 500 broker-dealer. LPL’s unwavering support for advisors and their extensive resources—demonstrated by their advisor headcount and over $1 trillion in assets under care—play a vital role in our commitment to independent, compliant service.

At Lyons Resources, we see financial success as a journey, not merely a destination. I am committed to guiding my clients every step of the way, bringing professionalism, expertise, and dedication to their lasting well-being.

A deeply personal experience is a phone call away.

Clarity

Confident Comfort