In 1984, Byron Bank purchased Ives Insurance Agency, an established property and casualty agency, as another service Byron Bank could offer their customers. The agency became known as Byron Bank Financial Services and began offering annuities and securities. The property and insurance division was sold in 1989 and is still in business today as Byron Insurance Agency.
Byron Bank Financial Services saw growth and success throughout the years thanks to long time employees Gene Hartzell, Chris Martin, Erma Young, and Dan Leonard. In 2002, the Oregon office was added and in 2011, the name changed to Byron Financial Services. Steve Scholl joined the team in 2018, Sean Considine in 2019, and in 2020 the name changed to Byron Wealth Management.
Byron Wealth Management focuses on establishing a deep understanding of our client’s personal needs to create a customized wealth management strategy aligned with your short and long-term objectives. By building a lasting, personal relationship, we’re able to help you anticipate and plan for the future. Our partnership will guide you toward the financial goals you’d like to pursue – the ones that mean the most to you and your family
There is no cost to meet with us to discuss your financial needs and goals. We are prepared to assist you and specialize in taking an individualized approach to recommend solutions for each client.
We invite you to stop by, email, or call us to schedule a consultation today!
Meet the Byron Wealth Management Family
We specialize in thoughtful and objective investment guidance.
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