Sarah is a Financial Advisor with LPL Financial located at First Hope Bank. While focusing her business on her clients’ individual financial objectives, Sarah believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to her clients’ best interests, that sets Sarah apart.

Sarah is dedicated to work toward managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, she is able to gain a comprehensive understanding of your needs and goals. Sarah aims to enhance and preserve your investments, while assisting you in pursuing your goals through long-term financial solutions using portfolio management, retirement planning, estate planning, 529 education savings plans and more.

A native of Belvidere, New Jersey, Sarah graduated from Thomas Edison State University where she received her bachelor’s degree. She then obtained her Master's degree in Personal Financial Planning from the College for Financial Planning. Sarah and her husband, Andrew, currently reside in Blairstown, New Jersey, where they raise their daughter, Alexandra and their sons, Andrew & Archer. Included in their family are three fox red labs, Ellie Mae, Scout, and Beau. Sarah enjoys sports and the great outdoors along with supporting her community as a volunteer for the Blairstown Youth Soccer Club and the Warren County Girls Softball Association.

CRPC and CRPS conferred by The College for Financial Planning. 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

With more than 13 years of experience in financial planning and investment management, Steven Lyons has the accumulated knowledge and perspective to help you work toward keeping your financial future on a steady course. Steven understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Steven will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.

Steven endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what he learns about you and your goals and an analysis of the current financial markets, Steven designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Steven puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.

Steven is originally from Levittown, New York, and attended CW Post campus of Long Island University, (now LIU Post). Steve and his wife, Barbara, live in Andover Township, New Jersey, where they raised their two sons, Chris and Kevin. While raising his sons, Steve supported his community through fundraising efforts for the Newton Pride Foundation. He founded the Lacrosse program at Newton HS and is a youth lacrosse coach for Newton Braves Youth Lacrosse Club. He is also a member of the Greater Newton Chamber of Commerce.