Lewis Weil Co.

The firm provides comprehensive financial planning and portfolio management to households of individuals and families, covering retirement planning, cash-flow and debt management, college and estate planning, insurance review, business planning, and tax-planning strategies. Clients receive a written or electronic financial plan, ongoing monitoring, and implementation of investment recommendations as part of an integrated advisory agreement.

Investment approach emphasizes passive strategy planning, building diversified portfolios of index mutual funds and ETFs to manage correlations, risk, and return with attention to low internal costs, limited turnover, and tax efficiency. Portfolio management is integrated with the planning process, can be conducted on a discretionary basis under a limited power of attorney, and includes ESG/SRI options—the firm specifically recommends pre-selected SRI funds that focus on climate and social justice and uses a tech-enabled custodian for automated execution and rebalancing.

Distinctive features include an explicit reliance on a tech-first custodian and pre-selected SRI fund options, plus a policy that clients may not direct custody to an alternative broker-dealer so the firm can support aggregated and automated trade execution. The firm does not accept commissions or performance-based fees, generally leaves proxy voting to clients, and was recently established in 2024 with a modest asset base and a practice structured around planning supported by automated custody and trading.