Profile
“My age is actually a strength. I assure clients that I’ll be there for decades to come, guiding them through each stage of their financial journey”
Michael Lee,
Farther
Lowell Lyon is co-founder and partner of Ardea Fiduciary Advisors, an independent wealth management and retirement plan consulting business built on the belief that strong relationships are the cornerstone of lasting success.
Lyon approaches each client with a clear objective: to free up their time and mental energy so they can live richer, fuller lives. While investments may feel like table stakes, he believes it is the comprehensive financial planning, estate and legacy guidance, behavioral coaching, and tax-efficient strategies that make the real difference. By helping clients move beyond the anxiety of “what ifs,” Lyon and his team give them the capacity to focus on what matters most – careers, families, and passions.
Known for bringing humor, energy, and efficiency to an often complex and intimidating industry, Lyon makes financial decision-making approachable and engaging. His ability to simplify complexity helps clients feel confident and empowered.
Ardea stands out as an independent business in a consolidating industry. Independence brings agility, allowing strategies to be tailored to each client’s unique needs. While experience and expertise provide the foundation, Lyon emphasizes that Ardea’s true distinction is its commitment to authentic, lasting relationships.
Life is short – and as Lyon often reminds clients – let’s plan accordingly.
Investment advisory services offered through Global Retirement Partners LLC, DBA Ardea Fiduciary Advisors, an SEC-registered investment advisor.
55 Waltham Street, Lexington, MA 02421
781 728 5222
lowell@ardeafa.com
linkedin.com/in/lowelllyon
ardeafa.com
Lowell Lyon
Partner, Wealth Management Ardea Fiduciary Advisors
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Milestones
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Bio
Milestones
“Watching others succeed and knowing I played a role in their growth has been a bigger achievement for me than any personal milestone”
Michael Lee,
Farther
2011–2013
2013–2024
2024–Present
2022
2024–2025
Financial Consultant at LPL Financial
2011–2013
Vice President, Senior Wealth Manager at Mayflower Advisors
2013–2024
Partner at Ardea Fiduciary Advisors
2024–Present
Received Fauquier Times Reader Choice Awards Best Financial Advisor and Best Financial Services Firm
2022
2024: Promoted to partner at Meridian Financial Partners
2025: Lead financial advisor at Meridian Financial Partners, where she is responsible for overseeing, training, and mentoring two associate advisors, managing over $100 million in AUM, and aiding in overseeing the firm’s growth development plan
2024–2025
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
As a founding member of WOW! (Women. Opportunity. Winning.), an employee resource group created for all women of Ryan Specialty, Phillips Topping has long championed for women in the industry.
“It’s very important to set an example and to not only inspire but mentor other females,” she adds.
In addition to her sharp marketing eye, the key to Phillips Topping’s success lies in her high-energy approach and positive attitude.
“As the leader of a team, it’s important to motivate and encourage your team members. People work very hard and do their best and it’s important to recognize these efforts. For my career overall, my attitude has been one of curiosity. The more you can learn, the better you’ll understand the business, and then the deeper your knowledge will become, making you a better team member.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
With a focus on retirement planning, Lee is able to offer long-term planning solutions to clients nearing retirement.
“My age is actually a strength. Many advisors in the industry are close to retirement themselves, which can make clients nervous about starting a long-term relationship,” he notes.
“I assure clients that I’ll be there for decades to come, guiding them through each stage of their financial journey.”
To succeed in the leadership role he has undertaken at Farther, Lee was forced to learn management skills on the job, while remaining open to feedback from trusted peers around him.
Now with the chance to work as a mentor himself, he cherishes watching young advisors succeed. Leading Farther’s advisor boot camp, Lee highlights the accomplishments of two trainees who have gone on to be the top two producers at the firm.
“Watching others succeed and knowing I played a role in their growth has been a bigger achievement for me than any personal milestone,” he says.
The values learned in his first-generation immigrant household have deeply shaped Lee’s career. He often translated official documents for his family, a critical task that left no room for mistakes. Now, Lee approaches his clients with the same dedication and care.
“I approach every client and colleague with the care I would show my own family, and I think that genuine concern for their success has helped build trust and my reputation.”