Biography
Lydia R. Owen joined Van Liew Trust Company in 2022, drawn by the opportunity to move from the institutional landscape into a boutique environment where technical expertise, individualized investment solutions, and exceptional client service work together.
At Van Liew Trust, Lydia brings a deeply personal and relationship focused approach to wealth management. She works with clients who value thoughtful guidance, long term perspective, and a planning process built around their individual goals, values, and priorities.
Experience & Background
With more than four decades in financial services, the rigor of an MBA, and the fiduciary standards of a Certified Financial Planner® professional, Lydia brings a breadth of wisdom and perspective to her work with individuals, families, business owners, physicians, and clients navigating important life transitions.
Her experience is especially valuable for those who prefer to focus on their passions, families, careers, and communities rather than the daily nuances of the market. Lydia is a member of the Financial Planning Association of Rhode Island and supports local initiatives through Impact 100 of Newport County. When she is not helping clients realize their goals, you will likely find her sailing, skiing, or playing racquet sports with family and friends.
Investment Approach
Lydia takes the time to understand what matters most to each client, including their values, goals, time horizon, and risk tolerance, then builds a financial strategy around that foundation.
By leveraging Van Liew Trust’s advantage as a Corporate Trustee, Lydia helps clients drive and steward impact indefinitely, ensuring that intergenerational wealth and philanthropic legacies are protected for generations to come. Whether a client is navigating a life changing event or striving to define and achieve long term goals, Lydia partners with them to create a strategy and structure their investments so they can move forward with clarity and confidence.
Education & Credentials
- BS in Finance – The Pennsylvania State University
- MBA – Cornell University SC Johnson Graduate School of Management
- CERTIFIED FINANCIAL PLANNER®
- Member – Financial Guidance Association (FPA) of Rhode Island
Professional & Community Involvement
Lydia is a member of the Financial Guidance Association of Rhode Island and supports local initiatives through Impact100 of Newport County.
Outside the Office
Lydia enjoys sailing, skiing and playing racquet sports with her family and friends.
A Conversation About Your
Financial Priorities
We welcome the opportunity to learn more about your circumstances and discuss how we may serve you with thoughtful guidance and disciplined oversight.
