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Navigating Life's Financial Journey

At CYRS Wealth Advisors, we offer a wealth of financial planning knowledge and experience to drive our clients successful outcomes. Our passion is all about improving life's financial outcomes. Specializing in retirement, financial planning, and investment management, we are ever attentive to financial security in providing individuals, families, foundations, trusts and corporations with customized investment advisory solutions.

Our attention to detail and personalized service sets us apart from other advisors and larger institutions. Physicians, Business owners, lawyers, CPA's, Families and single women are among our long term Planning and Retirement Investing clients; trusting their financial security and important financial assets to us.

Clients often refer to us as their chief financial advisor, financial navigator or financial body guard. We listen and with objectivity, plan with critical thinking, navigate risk management, while providing goal based investment solutions. Your best interest is our goal, and our client retention rate demontrates this.  David Cyrs, B.A., M.S., CERTIFIED FINANCIAL PLANNER™, CERTIFIED RETIREMENT COUNSELOR©, Accredited Investment Fiduciary©.


98%

Our client retention rate speaks for itself. We believe our clients come to us, and stay with us, because of our comprehensive approach to retirement and asset management.

Average annual retention rate—June 1st, 2015 through December 31, 2016—based on client households with assets greater than $100K.