Byron Financial, Llc

Byron Financial is a private, independently managed wealth management firm delivering comprehensive financial services to a select number of ultra-high net worth clients across the country. We pride ourselves in fully understanding a client’s current financial picture and their future wealth management goals. From in-depth conversations with our clients, we develop a customized asset management plan that takes in to account their accumulation, cash flow and preservation needs. Our firm’s investment philosophy focuses on the following- Markets work - Focus on what you can control - Resist chasing past performance - Practice smart diversification - Risk and return are related Our firm uses an investment model based on 45 years of research data designed by Nobel Prize winning economists French and Fama. Our model uses transparent investments (publicly traded mutual funds) and a globally diverse asset allocation along with a tax-efficient, disciplined rebalancing strategy. This philosophy is coupled with our unique approach to the markets and deep relationships with industry leads such as Charles Schwab & Co, TD Ameritrade, Dimensional Fund Advisors, and Vanguard. Byron Financial does not custody investment funds. We have selected Schwab as the primary custodian for our client’s accounts which provides us access to a wide range of custody, trading and support services that help us serve our clients.