A complete list of active advisors currently associated with Lakewood Financial Group, LLC
Warmer can help you find a great advisor at Lakewood Financial Group, LLC or one who fits your needs even better.
Lakewood Financial Group serves individual investors and families who seek institutional-caliber portfolio management and comprehensive financial planning, typically working with clients who have at least $1 million of investable assets. The firm provides discretionary wealth management that combines portfolio construction, ongoing asset-allocation oversight, tax-loss harvesting coordination, and comprehensive planning covering retirement, estate, tax optimization, and risk management, and it may recommend SMAs, private funds, and structured products where appropriate. The firm’s investment approach blends a strategic core with tactical overlays, relying on model portfolios and ETFs for core exposures while customizing implementation for tax sensitivity, IPS-documented risk parameters, and client-imposed restrictions. Risk management is an explicit focus: the firm routinely uses derivative hedging strategies, structured outcomes, and third‑party managers to manage concentrated positions, liquidity needs, and tax constraints. What distinguishes the firm is its small, boutique structure—three advisors managing roughly $90.6 million for a limited client base—paired with pronounced expertise and operational arrangements for derivatives and alternative investments. Lakewood also uses dedicated alternative-investment platforms (including sole-source execution for structured notes), provides a complimentary subscription newsletter with specific trading recommendations, and documents standing authorizations and tax-focused processes to support bespoke implementation.
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.
You can also browse Lakewood Financial Group, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Newport Beach, CA
| 11
| |
Tafton, PA
| 16
| |
Evanston, IL
| 4
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)