A complete list of active advisors currently associated with Lakewood Financial Group, LLC

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Lakewood Financial Group provides comprehensive wealth management, combining discretionary portfolio management with holistic financial planning for individual clients and families. The firm generally targets investors with investable assets of at least $1 million and offers tax-sensitive implementation, separately managed account access, alternative and private fund recommendations, and structured-product solutions. Investment implementation follows an institutional, model-driven framework with a strategic core and tactical overlays; ETFs are used as the primary building blocks for broad exposures, while individual securities, SMAs, and private vehicles are used selectively. The firm documents client objectives in an IPS, emphasizes coordinated tax-loss harvesting and tax-aware allocation, and routinely employs derivatives and defined‑outcome products to hedge concentrated positions or manage downside risk. Distinctive for a three-advisor boutique with roughly $81 million in assets and 37 client relationships, the firm leans on staff experience in equity derivatives and structured products to implement custom hedging and outcome‑oriented strategies that many peers of similar size do not routinely use. Lakewood also provides a complimentary subscription newsletter that issues specific buy/sell recommendations and operates with discretionary trading authority while relying on institutional custody relationships and platform support.

To learn more about the advisors currently working at Lakewood Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.