A complete list of active advisors currently associated with Lulla Wealth Financial

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

Lulla Wealth Financial provides personalized investment advisory and wealth management services to individuals, including high‑net‑worth clients and families, along with financial planning and family‑office style support. Like many independent advisers, it operates as a fee‑only, AUM‑based solo practice, but its portfolio management is offered exclusively on a non‑discretionary basis. The firm works through client consultations to establish objectives and asset allocation, then recommends Investment Programs or third‑party money managers after conducting due diligence; clients retain final approval of trades and select custodians. Lulla’s recommendations cover a broad investment universe — from mutual funds and ETFs to alternative investments and certain annuities — and it monitors and reviews selected managers’ performance with clients on a periodic basis. Distinctive features include its exclusively non‑discretionary model, which is uncommon among independent advisory firms, and its relatively small scale (roughly $17.8 million in assets across about 77 client relationships), concentrating oversight in a single advisor. The firm also discloses that some adviser representatives are licensed insurance agents who may receive commissions for fixed insurance or annuity sales, a potential conflict addressed through disclosure and by leaving purchase decisions to clients.

To learn more about the advisors currently working at Lulla Wealth 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.