CYRS Wealth Advisors, LLC - Home

Navigating Investments and Risk over Life's Financial Journey

We provide a wealth of Financial Planning knowledge and Experience, that translates into improving life's Financial Outcomes. We are experts in listening with objectivity and planning with critical thinking; our passion,  your successful outcomes.

Specializing in Retirement, Financial Planning, Tax Management and Retirement Plans , we are ever attentive to clients financial affairs. Providing individuals, families, foundations, trusts, and companies with customized asset and wealth management solutions. Our attention to detail and personalized service sets us apart from other advisors and larger institutions.

We place an emphasis on your Coordinated Financial Planning in all our Investment, Retirement, Tax Planning, Asset protection and Risk management engagements. Why ?  So that you can focus on your best use of time; be it your business, recreation and/or family life. Clients often refer to us as much more than their trusted investment advisor, but also as their personal financial Coach, financial Engineer, or financial Bodyguard. 

 Serving your best interest, improving life's financial outcomes, while providing goal-based financial advice; thats the foundation of what we do.

We think our client retention rate demonstrates our success and those seeking a Fiduciary Investment Advisory relationship, are among our long-term clients trusting their important financial assets to us. David Cyrs, BA, MS, 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 1, 2015, through December 31, 2016—based on client households with assets greater than $100K.

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In conjunction with Chicago magazine, Five Star Professional has recognized David Cyrs with the 2017 Five Star Wealth Manager* award. Check out David’s Five Star Professional listing at http://publications.fivestarprofessional.com/books/avna

 

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,781 award candidates in the Chicago area were considered for the award; 438 (12 percent of candidates) were named 2017 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.