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. "Our business is about delivering incredible ongoing value in every relationship. The confusing array of conflicting information the public is exposed to, easily leads to or misguided financial and investment decisions. Therefore, sorting out the information overload, while making a meaningful difference in our clients' lives, is what drives us. We Listen to Your Values and Goals.
Providing structure, organization, and confidence to essential retirement assets has long been a passion of ours; with experience, insight, excellence, responsibility, and critical thinking, we deliver improved financial outcomes. Serving as Accredited Investment Fiduciary ® designees; since 2006, are hallmarks of our reputation."
David M. Cyrs, BA, MS, CERTIFIED FINANCIAL PLANNER™, Certified Retirement Counselor, Accredited Investment Fiduciary®