A complete list of active advisors currently associated with Lentz Advisors

Warmer can help you find a great advisor at Lentz Advisors or one who fits your needs even better.

Lentz Advisors is a state-registered investment adviser managing about $40.4 million for 47 client relationships with two advisors. The firm provides discretionary investment management, comprehensive financial planning (either included with managed accounts or as a standalone service), and qualified retirement plan consulting for pension and profit‑sharing plans, trusts, estates, and business entities. The firm’s investment process emphasizes a tactical allocation strategy intended to reduce risk and seek improved performance, and it employs fundamental, technical, and cyclical analysis across portfolios. Lentz Advisors may use cash positions as hedges, recommend specific securities or sector weightings, and can allocate client assets to third‑party money managers while maintaining ongoing oversight. Distinctive elements in the brochure point to a heavier emphasis on retirement plan and institutional work—detailed Section 3(38) and 3(21) consulting services and a stated $250,000 cumulative account guideline—rather than a typical individual or high‑net‑worth household client base. The firm’s principal also maintains insurance and broker‑dealer registrations and discloses the related potential conflicts when insurance products or commissionable securities are recommended.

To learn more about the advisors currently working at Lentz Advisors, 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.