The Burney
45yrs
Top advisor by experience in Essex
New
Derek Lyon
Financial advisor at Jeffrey N. Mehler, CFP
Derek Lyon is a financial advisor in Essex, Connecticut, registered since Sep 2026. Derek joined Jeffrey N. Mehler, CFP in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Derek holds the CFP® designation.
At a glance
ExperienceNew to the profession (since Sep 2026)
How that compares ?New to the profession
Office147 Westbrook Road, Essex, CT 06426
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.34 million
Advisors at the firm3
States licensed ?1 state
Services through Jeffrey N. Mehler, CFP
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Sep 2026 – nowJeffrey N. Mehler, CFP LLCCurrent firm
Questions to ask Derek
Tailored to Derek’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Derek
How do I contact Derek?
Call Jeffrey N. Mehler, CFP at 860-767-9700 and ask for Derek Lyon. Derek works from the Essex, CT office.
How long has Derek been a financial advisor?
Derek is new to the profession, registered since Sep 2026, and holds 0 licenses.
What licenses does Derek hold?
No exams are listed on the official record.
Is Derek a fiduciary?
Derek is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Derek paid?
Jeffrey N. Mehler, CFP reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Derek for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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