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

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

Lewis Financial Management serves individuals, couples, retirees, widows and small business owners with comprehensive financial planning and investment advice. The firm provides tailored plans covering cash flow, tax and estate planning and offers non‑discretionary portfolio recommendations across mutual funds, bonds, REITs and other alternative pooled investments. The firm follows an orthodox Certified Financial Planner process, building a personalized database to produce a multi‑section written financial plan and then providing ongoing supervisory services, regular reports and periodic portfolio rebalancing. Clients retain final investment control—Lewis Financial Management does not accept discretionary trading authority and reviews accounts at least semi‑annually while sending monthly reporting. What is noteworthy about the firm is the combination of a relatively small client roster and substantial assets under management held entirely on a non‑discretionary basis, resulting in materially higher AUM per advisor and per client than many peers. The firm also offers implementation through an affiliated broker‑dealer—receiving commissions and 12b‑1 fees on certain recommendations—and is operating under a strategic transition arrangement with another SEC‑registered adviser during an announced transition of its advisory business.

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