Erica Lyall
Financial Advisor
CFP®, CDFA®
Turning Life’s Transitions Into Financial Empowerment
Erica Lyall is dedicated to helping women build confidence and clarity in their financial lives—particularly during times of change. Having experienced divorce herself and seen family members navigate similar challenges, Erica understands the emotional and financial complexities that come with major transitions. Her passion is helping clients find stability, independence, and renewed purpose through sound financial planning.
As both a CERTIFIED FINANCIAL PLANNER™ and a Certified Divorce Financial Analyst™, Erica partners closely with clients and their professional teams—including attorneys and tax professionals—to create comprehensive strategies that align with long-term goals. Her approach blends technical expertise with empathy, helping clients make informed decisions and move forward with confidence.
With more than 20 years of experience in wealth management and philanthropy, Erica has built trusted relationships with individuals and families focused on their legacies and financial well-being. Before joining Strategic Advisory Partners, she served as a Wealth Management Advisor at BB&T (now Truist) and at boutique firms such as Hutchinson Family Offices, where she specialized in supporting women through divorce and beyond.
Erica earned her B.A. in Economics and Spanish from Wake Forest University. She lives in Lewisville with her son, family, and pets, and enjoys volunteering and being active in her community.
Legacy Planning
Endowment Strategies
Investment Strategies
Charitable Giving
Estate Planning
Succession Planning
Tax Planning
Business Planning
Recent Blogs & Content
Welcome Erica Lyall
Strategic Advisory Partners Welcomes Erica Lyall Financial Leadership and Specialized Strategy for WomenA New Chapter for Our Firm, A Confident Start for Clients At Strategic Advisory Partners, we believe what you build is more valuable than what you bill. Today, we...
Understanding IRMAA
Understanding IRMAA What Higher-Income Retirees Need to Know About Medicare SurchargesIf you're approaching Medicare age and have been successful in building your wealth, there's an important acronym you need to understand: IRMAA. It stands for Income-Related Monthly...
You’re Not Just a Portfolio
You’re Not Just a Portfolio. The Problem with the “Lone Advisor” ModelWhen you sit down to review your finances, what do you look at? For many, the first thing is a portfolio statement: a list of investments, balances, and a line showing returns. The traditional...
Your Clients Don’t Need You to Be a Hero.
Your Clients Don’t Need You to Be a Hero. They Need You to Have Help.Corie OddenThere’s a certain kind of advisor who always answers the phone. Who double-checks every plan before it goes out the door. Who runs the numbers, writes the emails, coordinates with the CPA,...
The Price of Economic Nationalism
The Price of Economic Nationalism: A Deep Dive into Modern Tariff PolicyBlaise Stevens MBA, CFP®, AIFA®, CLU®, ChFC®In an increasingly interconnected global economy, the term "tariffs" frequently enters public discourse, often accompanied by strong opinions. While the...
Strategy First, Product Second
What We Mean When We Say: Strategy First, Product SecondYou’ve probably heard this phrase before — maybe from us: “We lead with strategy, not product.” It’s a simple idea. But in the financial world, it’s not as common as it should be. So let’s break down what it...
