Doug Lyons, CDFA®, CFP®, CFA

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NEW JERSEY: Monmouth County, Ocean County, Middlesex County

My name is Doug Lyons, CFP®, CFA, CDFA® and I’m the co-owner of Oceanic Capital Management LLC. With over 30 years’ experience in the Wealth Management industry, I’ve helped couples of all ages, business owners, and corporate executives overcome their financial obstacles to achieve their desired outcomes. Divorce is one of the major obstacles many of my clients have faced.

Most, if not all, of the individuals I’ve helped have one thing in common: the fear of the unknown. “Where will I live?”, “will I need to get a job or go back to work?”, “how long will my money last?” are all questions they’ve asked, and you may be too. Through empathy, analysis, and education I’ve helped at multiple stages of the divorce process.

Women in particular face unique challenges in divorce. I understand the challenges of being a caregiver and breadwinner. Restarting a career or creating a new one has its own special financial considerations. It’s especially rewarding for me to be part of setting my clients on a new path to financial success.

My experience with divorce mediation and collaboration has shown me that surrounding yourself with a team of professionals produces better results. No one professional can solve all the issues you will face during divorce. I believe that with everyone on your team rowing in the same direction, you can reduce anxiety, create a new beginning, and achieve financial security.

If you would like to learn more about how I can be part of your team, please give me a call.

 

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Doug Lyons

Posted 6 months ago

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Business Hours
Closed Now

  • Monday
    09:00 am - 05:00 pm
  • Tuesday
    09:00 am - 05:00 pm
  • Wednesday
    09:00 am - 05:00 pm
  • Thursday
    09:00 am - 05:00 pm
  • Friday
    09:00 am - 05:00 pm
  • Saturday Closed
  • Sunday Closed

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