CYRS Wealth Advisors, LLC - Home
Navigating Life's Financial Journey
At CYRS Wealth Advisors, we offer a wealth of knowledge and experience to drive our clients success. Our passion is all about improved financial life outcomes. Our attention to detail and personalized service sets us apart from other advisors and larger institutions. Specializing in retirement, investment management, and retirement income planning/distribution, we provide individuals, families, foundations, trusts and corporations with industry-leading strategies and solutions.
With more than 30 years of advisor experience, successfully working with physicians, business owners, CPAs, widows, trusts, and foundations, we know how to "listen", navigate your financial best interest, and apply investment fiduciary principles.
- Personal and independent. Why independence matters.
- Individualized and personalized solutions. Our services and solutions.
- Responsibility. Our philosophy.
- CERTIFIED FINANCIAL PLANNER TM professional, Certified Retirement Counselor (CRC)© and Accredited Investment Fiduciary® (AIF® ) designee experience. More on these credentials.
- We focus on protection, security, and peace of mind in our relationships. Read more.
Welcome to our Web Site. "The confusing array of conflicting information the public is exposed to, easily leads to or misguided financial and investment decisions. Sorting out the information overload, while providing structure, organization, and confidence to our select clients is an un-ending passion for us. Our clients know us for protecting them from their own emotions, as their trusted Financial Advisor, Financial/Investment Navigator, Financial Strategy Engineer and or Investment Guide/ Advocate. Over the years our clients have found these titles to define us, relying upon our Financial Planning and Wealth Management Advice. Trust, independence and helping to deliver improved financial outcomes, particularly in retirement and trust asset management, is what has driven our continued success. Experience, personal service, and critical thinking, position us to ad ongoing value to select new clients."
David M. Cyrs, BA, MS, CERTIFIED FINANCIAL PLANNER™, Certified Retirement Counselor, Accredited Investment Fiduciary®