San Luis Obispo Financial Advisor

True knowledge comes through experience. With decades of investing experience between our team, you will be satisfied with our services and results. We manage your capital while looking to work toward your financial objectives. We recognize cycles in the market and look past the noise created by the media to choose suitable financial products for your situation.

Annual Disclosure Documents

Lewis Financial, Code of Ethics

Lewis Financial, ADV

Lewis Financial, CRS

Lewis Financial, WRAP Program Brochure

Who We Serve

We serve clients who are at different stages in life. From those starting families, the employed who are planning for retirement, and retirees.

About Lewis Financial

Owner of Lewis Financial
Wyatt E. Lewis

As a full-service financial consultant, we offer clients an assortment of quality, non-proprietary investment choices. Life is not easy. We can help you with life transitions such as job changes, divorce, death, retirement, and education planning.

By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, we maintain a constant commitment to putting service first. All client portfolios are managed independently for risk, income, and future goals.