Johnson Lyman Wealth Advisors was originally Johnson Marotta, a Palo Alto based registered investment advisor founded in 1985. Johnson Lyman Wealth Advisors was created from a partnership of Steve Johnson and Rob Lyman to deliver best-in-class Wealth Management services to high net-worth families, individuals, and business owners in the San Francisco Bay Area.
Because we are fully owned by our key employees, we are completely independent of the winds of change that are buffeting many of the nation’s banks and brokerage houses. When you work with Johnson Lyman Wealth Advisors, you can be assured that our advice is based on completely objective, rigorous research and analysis – and designed specifically to meet your unique needs.
Johnson Lyman Wealth Advisors, its predecessor firm, their principals, and members of our Wealth Management team have over 25 years of -experience serving hundreds of clients throughout the Bay Area and nationally. We have dedicated our professional careers to helping our clients proactively design and successfully manage their lives, and we take responsibility in partnering with them in their quest to make a difference.