Byron Wealth Management – A guide to help you preserve and manage your wealth.

Retirement

Roth IRA for Kids

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Estate

Are You Prepared for an Estate Tax Sunset?

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Retirement

Three Key Questions to Answer Before Taking Social Security

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OUR ADVISORS

Connect with our LPL Financial Planners and enjoy the confidence that comes from working with knowledgeable and objective professionals.

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Guided Wealth Portfolios (GWP)

Guided Wealth Portfolios allow you to invest online while having access to a Byron Wealth Management Consultant. Start investing in your future today!

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How We Work

As a family-based business, your needs and the needs of the ones you love take center stage. Byron Wealth Management will guide our clients to work toward preserving and managing wealth, and develop goals at every life stage.

About Us

USEFUL TOOLS

Tools to get you started planning your financial roadmap.

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RESOURCE CENTER

Access articles and videos to prepare you to make confident decisions about your financial future.

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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Fill out the Byron Wealth Management Fact Finder Form and email it to one of our advisors.

Chris Martin

Investment Consultant

(815) 732-1528

Chrissie.martin@lpl.com

Chris Martin, a lifelong resident of Oregon, has been with Byron Wealth Management since 2001. Before joining us, Chris assisted several companies with establishing their financial services programs along with establishing...

Sean Considine

LPL Financial Planner

815-234-4075

Sean.considine@lpl.com

Sean Considine joined Byron Wealth Management in July of 2019. Being a part of his hometown Wealth Management team is something he takes great pride in...

Adam Talbert

LPL Financial PLanner

815-234-4075

adam.talbert@lpl.com

Adam Talbert has been involved in the financial services industry for nearly 20 years. Prior to joining Byron Wealth Management, he served in roles as a Wealth Advisor, Financial Planner, Trust Officer and Community Bank Executive. He...