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

Warmer can help you find a great advisor at Lester Financial Group, LLC or one who fits your needs even better.

Lester Financial Group, LLC is an SEC-registered investment adviser serving individual and high‑net‑worth clients with discretionary portfolio management and financial planning and consulting services. The firm reports approximately $398.6 million in discretionary assets across about 784 client accounts and provides advice on asset allocation, investment selection, and estate and risk‑management planning. Portfolios are tailored to clients’ objectives, time horizons, and stated risk tolerances and employ a mix of approaches such as asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term holdings; accounts are typically managed on a discretionary basis and reviewed at least quarterly by the firm’s principal. For execution and custody the firm recommends a national custodian and may aggregate client orders into block trades and use dollar‑cost averaging as part of implementation. Noteworthy differences from many peers include formal promoter referral arrangements under which the firm pays referral fees and management personnel who are also licensed insurance agents and may receive separate insurance commissions, each of which is disclosed as a potential conflict of interest. The brochure also highlights the firm’s use of third‑party service providers that employ artificial intelligence/machine‑learning components and describes periodic due diligence on those providers, and the firm operates with all reported assets managed on a discretionary basis and no stated account minimum.

To learn more about the advisors currently working at Lester 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.