A complete list of active advisors currently associated with Lloyd Financial Group LLC

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

Lloyd Financial Group LLC provides discretionary investment management and financial planning to individuals, trusts, and estates, overseeing roughly $19.9 million in client assets for about 20 clients through a two-advisor team. Services include customized portfolio construction using low-cost mutual funds and ETFs, occasional individual securities, and access to third-party independent managers via an institutional platform. The firm’s investment approach is primarily long-term and grounded in fundamental analysis, with portfolios tailored to each client’s objectives, risk tolerance, and tax considerations and rebalanced or adjusted as needed. Lloyd Financial operates as a fiduciary, conducts ongoing monitoring and written reporting, and typically implements strategies on a discretionary basis through an institutional custody relationship. Noteworthy aspects include a holding-company ownership structure and a principal who maintains a state insurance license while the brochure states the license is not used to sell insurance products to clients—an affiliation profile that is less common among peers. The firm is newly established (2025) and relatively small, and its advisory team includes credentialed investment professionals (CFA and CRPC) who combine in-house portfolio management with selective use of independent managers.

To learn more about the advisors currently working at Lloyd Financial Group 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.