Meet Nick Lyons
Nick is a Wealth Advisor based in Houston, Texas. Before joining Mercer Advisors, he served as a lead advisor and manager overseeing a large client base and mentoring a team of advisors at a Houston firm. He also served as an Intelligence Analyst in the U.S. Army Reserve, a role that honed his analytical skills and attention to detail — traits he brings to his work with clients today. Nick is a CERTIFIED FINANCIAL PLANNER® professional. He also earned a BBA. degree in finance from the University of Houston-Downtown.
Nick Lyons’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Nick Lyons has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
His working style
Nick’s working style is client-focused, collaborative, and disciplined. He starts by listening to you to understand what matters most to you, then combining that insight with rigorous analysis to create tailored strategies. He views financial planning as a shared journey, helping align your goals with clear, actionable steps while providing guidance and confidence at every stage.
Nick Lyons in real life
What keeps you busy outside of work?
Most of my free time is spent with my wife and two boys. We spend our weekends trying to run out our kids’ energy through sports and birthday parties. Outside of family, I enjoy playing an occasional round of golf and watching college football and the Astros.
Favorite thing about where you live?
As a fifth generation Houstonian, I love that Houston still has a “small town” feel, despite being the fourth largest city in America. The people are warm and friendly and the food is amazing.
How do you give back?
We spend considerable time volunteering at our church and kids’ school. I’m active in the Knights of Columbus, Trees for Houston and volunteered for the Houton Live Stock Show and Rodeo for over a decade.
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