A complete list of active advisors currently associated with Lewis Advisory Group

Warmer can help you find a great advisor at Lewis Advisory Group or one who fits your needs even better.

Lewis Advisory Group is a fee‑only independent investment adviser that provides discretionary and non‑discretionary portfolio management and advisory consulting to individuals, trusts, estates, corporations and retirement accounts, including pension and profit‑sharing plans. The firm manages roughly $73 million for about 50 clients and offers tailored planning services covering financial, estate, retirement and tax topics. The firm’s investment approach emphasizes exchange‑traded funds and model‑based portfolios that are monitored and rebalanced in line with clients’ stated objectives and risk tolerances. It employs a blend of fundamental, technical and cyclical analysis and, on rare occasions, may use options, margin or short‑sale strategies; when providing advice about retirement plan assets it notes its ERISA fiduciary role and discloses the economic incentive associated with IRA rollovers. Noteworthy for a small independent adviser, the firm serves pension and profit‑sharing plan clients—a client type that is statistically uncommon among peers—while keeping a relatively concentrated client base. It also offers standalone advisory consulting engagements (hourly or fixed‑fee), uses institutional custody and trading resources, and documents trade aggregation, code of ethics and conflict‑disclosure practices in its written policies.

To learn more about the advisors currently working at Lewis Advisory Group, 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.