Elijah Lyons
Lookahead Wealth · West Linn, Oregon
Elijah Lyons is a fee-only financial advisor at Lookahead Wealth in West Linn, Oregon, who holds the CFP credential. Elijah charges a percentage of assets and focuses on retirement planning, equity compensation and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
Facts
| Firm | Lookahead Wealth |
|---|---|
| Based in | West Linn, Oregon |
| Fee model | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $45.4M across 199 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, WA · CRD 7652487 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | lookaheadwealth.com |
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Questions about Elijah
Is Elijah Lyons a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elijah holds no broker registration, and Lookahead Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Elijah charge for financial advice?
Elijah charges a percentage of assets.
Does Elijah work with clients virtually?
Yes. Lookahead Wealth says on its website that it works with clients remotely.
Where is Elijah Lyons based?
Elijah Lyons is based in West Linn, Oregon.
What does Elijah specialize in?
Elijah's specialties include retirement planning, equity compensation and estate & legacy planning. Elijah works with retirees, pre-retirees and executives.
What credentials does Elijah Lyons hold?
Elijah Lyons holds the CFP credential.
Is Elijah Lyons registered with the SEC?
Yes. Elijah Lyons is registered as an investment adviser representative in OR and WA (CRD 7652487), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lookahead Wealth manage?
Lookahead Wealth reports $45.4M across 199 accounts in assets under management.
How do I contact Elijah Lyons?
Through Elijah's website, lookaheadwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Lookahead Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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