Rooted in Relationships. Shaped by Experience.
Byron Financial was founded in 1986 by Bill Byron, who has served as a trusted planning partner to affluent families and closely held businesses for nearly four decades.
This foundation of trust and long-term stewardship continues to define who we are today. Kathryn Byron, who now leads the firm, brings a unique perspective shaped by years of experience in mergers and acquisitions, corporate strategy, and institutional investing before turning that lens toward personal wealth planning. This background informs how we evaluate risk, structure strategies, and hold every piece of a plan accountable to the whole.
Byron Financial Insurance Services is independent and selective. We work with a focused group of clients whose planning carries real complexity, and we remain engaged across every stage.
Our Philosophy
Meaningful wealth deserves integrated planning.
Liquidity should be planned.
Transitions should be intentional.
Legacies should reflect values.
Plans should be built to endure.
Your financial life is not static, and your plan shouldn’t be either. We believe in building coordinated strategies that evolve as you do, with trusted partners who stay engaged over time and across generations.
