Mary Lyon

Financial Advisor and Founder at Benchmark Income Group
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Bio

After 16 years as an advisor, Mary recognized that most financial planning in the U.S. focuses on trying to make sure people don’t go broke, instead of being focused on building true wealth. Those conventional financial strategies lead to conventional lives, but people who want to retire early or live unconventional lives require unconventional plans. The mission of Benchmark Income Group is to teach people how to optimize their income streams so they can retire earlier with more income. Mary’s clients have called her the Brené Brown of personal finance because of her dedication to helping them build a life by design, rather than a life by default.

Mary is recognized as being part of the top 1 percent nationwide in her industry, and her popular podcast, The BIG Wealth Podcast, recently ranked in Apple’s top 100 charts. Mary’s success as a financial advisor led her to launch Benchmark Income Group™ in 2020. Despite opening during the height of the pandemic, the company has thrived, exceeding $1 million in revenue during the first seven months. Mary teaches her ideas and methods at national conferences, consults with the industry’s best, and trains advisors in top firms across the United States. She has been interviewed for local, national, and international news programs, including Yahoo! Finance and MSN, among others.

In addition to managing her successful business, Mary is actively engaged in raising her two young children, keeps her marriage strong, and tirelessly gives back to the Dallas community.

State Licensure
Insurance: FL, IN, LA, MI, NC, NM, NV, OK, SC, TX
Securities (FINRA Series 7 & 66): TX

Website: https://wealthwoman.com/ and https://benchmarkincome.com/
Social Media: @thewealthwoman and @benchmarkincome on Facebook, Instagram, and LinkedIn
Podcast: https://podcasts.apple.com/us/podcast/the-big-wealth-podcast/id1551046548

Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. The Wealth Woman and Benchmark Income Group are not affiliates of OneAmerica Securities and are not broker dealers or Registered Investment Advisors.

Recent Quotes
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  • On the one hand, it’s only natural to increase your spending as your income rises. After all, we work hard to buy and do the things we love in life. It’s when that higher spending happens mindlessly, rather than intentionally, that it becomes problematic.

    2 September 2021
Employment
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