Lewis Weil Co.

The firm provides comprehensive financial planning and discretionary portfolio management to households of individuals and families, combining written financial plans with ongoing implementation and monitoring under a single service agreement. It offers a broad planning scope — retirement, cash flow, insurance, tax, college, business, and estate planning — and accepts clients without a stated account minimum.

The firm’s investment approach is primarily passive, constructing diversified portfolios using index mutual funds and ETFs to emphasize low internal costs, low turnover, and relative tax efficiency. It offers ESG/SRI options through recommended Betterment SRI funds (focused on climate and social justice) and uses automated rebalancing and trade aggregation as part of its custodial relationship.

What is noteworthy is the firm’s small, recently formed solo-advisor profile — roughly $8.2 million in discretionary AUM across about 100 client households — combined with an explicit recommendation to custody assets at Betterment to support automated execution and rebalancing. The firm does not vote client proxies (clients retain voting responsibility), generally does not permit clients to direct custody to other brokers so orders can be aggregated, and reports no material industry affiliations or performance‑based fee arrangements.