As a child, my favorite toy was a cash register. I routinely counted my “play” money in hopes that it would grow over time. Fast forward 20-plus years to now where helping clients grow their wealth is a material part of my day-to-day career!”
Emily Lydey
Manager, CFP®
Experience
I specialize in holistic wealth management, with a focus on serving ultra-high-net-worth individuals and families. My expertise is in developing comprehensive, personalized financial strategies that address the full spectrum of wealth, including investment management, estate planning, tax efficiency, philanthropic giving, and legacy preservation. I work closely with business owners, corporate executives, and retired individuals who have accumulated substantial wealth, helping them navigate complex financial landscapes with clarity and confidence.
I was drawn to this career because of my love of problem-solving. I believe building a financial plan is never a one-size-fits-all process. Instead, it’s about understanding each client’s unique goals, values, and circumstances, and crafting a strategy that evolves with them over time. Clients and colleagues tell me they value my positive attitude and the creative, thoughtful solutions I bring to the table.
I earned my B.A. in finance from Michigan State University Eli Broad College of Business and am a Certified Financial Planner.
Outside of work, I enjoy knitting, baking, and spending time on the lake with my fiancé, our families, and my dog.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
