A complete list of active advisors currently associated with The Lewis Financial Group

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

The Lewis Financial Group provides investment management, financial planning, and consulting to individuals, high‑net‑worth clients, trusts, estates, foundations and business entities. Services include discretionary and non‑discretionary portfolio management, selection and oversight of Independent Managers, held‑away account management via a third‑party platform, and standalone or integrated financial planning engagements. The firm says it builds risk‑adjusted, tax‑aware asset allocations using a mix of active and passive strategies across equities, fixed income, mutual funds, ETFs and alternative investments, and may employ options and margin transactions where appropriate. LFG routinely monitors accounts, conducts periodic reviews, and uses third‑party platforms and UMA/SMAs (Adhesion, Wells Fargo programs) to implement and trade client strategies. Distinctive features disclosed in the firm’s brochure include operation of a wrap‑fee program and a custodial/execution relationship with TradePMR that can provide an Asset Match deposit‑matching incentive to eligible clients, a potential conflict the firm describes and says it mitigates. The brochure also notes that certain supervised persons are licensed insurance agents who may receive commissions, and that the firm’s materials include hypothetical performance illustrations and references to third‑party ratings, along with the firm’s reportable scale of assets under management and advisement.

To learn more about the advisors currently working at The Lewis Financial Group, 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.