Point Loma Advisors collaborates with you to understand your financial circumstances and values, and prepare a comprehensive financial plan with recommendations that includes savings, investments, retirement plans, employee benefits, taxes and insurance.
Investments
We implement investment strategies with passively managed ETF's and mutual funds with low expense ratios.
Implementing your Plan
You have the option to retain Point Loma Advisors to implement your plan, manage your investments, keep you up to date, and be there to answer your financial questions.
You can implement it yourself.
You can subscribe to our do-it-yourself financial planning service.
Not ready to talk yet, sign up for our email list.
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Lyon Park Advisors, LLC doing business as Point Loma Advisors (referred to as "Lyon Park") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. Lyon Park does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Lyon Park be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Lyon Park or a Lyon Park authorized representative has been advised of the possibility of such damages. In no event shall Lyon Park Advisors, LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
