A complete list of active advisors currently associated with RD Lewis Wealth Management

Warmer can help you find a great advisor at RD Lewis Wealth Management or one who fits your needs even better.

RD Lewis Wealth Management provides discretionary investment management and financial planning services to individuals, high‑net‑worth clients, families, trusts and estates. The firm manages portfolios primarily through mutual funds and ETFs and also advises on retirement rollovers and other planning matters. The firm operates as a fiduciary and employs fundamental analysis to build customized, typically long‑term portfolios, with ongoing monitoring and at‑least‑annual reviews. RD Lewis generally manages accounts on a discretionary basis, implements strategic asset allocation and may retain legacy holdings or use cash positions for hedging and rebalancing when appropriate. Notably, RD Lewis oversees about $257 million in assets while serving roughly 451 clients with two advisors, producing a client load per advisor that is uncommon among peers and may shape how services are delivered. The firm maintains an institutional relationship with Charles Schwab and discloses that a firm principal is licensed to sell insurance products and receives related commissions—both arrangements identified in its Form ADV as potential conflicts of interest.

To learn more about the advisors currently working at RD Lewis Wealth Management, 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.