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

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

Lewis Financial provides fee-based investment advisory services and financial planning primarily to individual and high-net-worth clients, delivering portfolio management through custodial programs offered via LPL Financial. The firm manages roughly $134 million in client assets across about 255 accounts. Portfolios are customized and supervised on an ongoing basis, using equities, fixed income, mutual funds, ETFs and other securities with periodic rebalancing and at least quarterly reviews. The firm employs a mix of charting, fundamental and technical analysis and offers both discretionary and non-discretionary management, including participation in LPL’s Strategic Wealth Management and Optimum Market Portfolios programs. A distinctive aspect of Lewis Financial is its participation in wrap-fee arrangements and the firm’s receipt of a portion of wrap fees, a practice that is relatively uncommon among similar small advisory firms. The firm’s advisers are dually registered with LPL Financial and receive research, technology and operational support from LPL—an arrangement disclosed in the brochure as material to how services are delivered and as a potential source of conflicts of interest.

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