A complete list of active advisors currently associated with Lula Financial

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

Lula Financial provides financial planning and portfolio management services to individual clients, delivering one-time, hourly, and ongoing planning that address retirement, estate, tax, cash‑flow, and other common household financial issues. Clients receive written or electronic financial plans and ongoing implementation support tailored to their stated goals. The firm’s investment work emphasizes passive management, using index mutual funds and ETFs to build diversified, low‑turnover portfolios and relying on client‑specific investment policy statements. Compensation is collected via fixed, hourly, or subscription-style planning arrangements rather than a percentage-of-assets model, and the firm does not accept third‑party sales compensation or performance-based fees. Lula Financial operates as a small, owner‑operated, state-registered adviser serving a modest client base and explicitly notes it does not target high‑net‑worth clients and reports no firm-level assets under management. The principal also maintains separate entrepreneurial activities outside the advisory business, and the firm retains client control over trading and proxy voting rather than exercising discretionary authority.

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