Investment Advisor Representative with Lewis Financial
Dedicated to providing investment management and strategic wealth planning tailored to your unique needs
Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals. Whether a first-time investor or nearing retirement, we’re here to offer insights, education, and support specific to your objectives.
A more personal approach to financial planning
No two retirements, portfolios, or investment strategies are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture.
And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.
Our Team’s Difference
Integrity: Being your trusted financial professional is a privilege, and we aim to acknowledge this by being transparent, informative, and solution-focused in our advice.
Support: We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in pursuing your financial goals.
Experience: Our team’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed financial decisions.
Services
About Our Clients
We help invest, manage, preserve and transition wealth for individuals at all stages of life and career — From those starting families, the employed who are planning for retirement, and retirees.
Our Financial Advisors
Insights
You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project. But here’s the truth most...
Some years pass quietly. 2025 wasn't one of them. Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested patience across the...
Many people don’t regret being retired. They regret how they got there. 1 “I wish I had saved earlier.” “I didn’t think long-term care would matter.” “I should’ve waited to claim...
It Starts With You
In our first meeting, we'll identify your goals, priorities, preferences, and any obstacles you may have. We'll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.
