Owner, Lewis Financial LLC
Life can present many challenges, and we are here to assist you through key life transitions, such as job changes, divorce, loss, retirement, and education planning. As a comprehensive financial consultant, we provide clients with a range of independent investment options.
We stay focused on our clients' goals, maintaining regular communication during all market conditions, and adjusting investments as needed based on economic or personal changes. Our commitment to service is unwavering, and each portfolio is managed with attention to risk, income, and future aspirations.
True expertise is gained through experience. With decades of collective investment knowledge, we are confident that you will be satisfied with both our service and the results we deliver. We manage your assets with the goal of helping you reach your financial objectives, recognizing market cycles and filtering out the noise often caused by media to select the most appropriate financial products for your needs.
In finance, it’s easy to get caught up in short-term metrics and forget to ask the most important question: What are your goals, and how can a financial strategy help you achieve them? We believe that thoughtful, holistic planning is the key to building a fulfilling life. Our process starts by understanding your “why,” not just your “how.” From our initial conversation, we focus on what matters most to you. Once we understand your goals, we design a financial plan tailored to your needs, priorities, and lifestyle.
Beyond creating your first plan, we provide ongoing guidance to manage all aspects of your finances. By working together to enhance your financial well-being, we aim to make a positive impact on your life and the lives of those you care about.
Our Guiding Values
Knowledge
Use our range of skills, education, and industry experience to provide you with informed financial direction.
Support
Be your advocate, celebrate your wins, and help you stay on track to pursue your goals in a tax-efficient manner.
Integrity
Our role as your financial professional is one we don't take lightly. We strive to earn your trust and meet every interaction with care and professionalism.
Annual Disclosure Documents
Lewis Financial, Code of Ethics
Lewis Financial, ADV
Lewis Financial, CRS
Lewis Financial, WRAP Program Brochure
https://adviserinfo.sec.gov/
Ready to see how a customized financial plan can help bring you closer to your goals? Schedule a meeting to get started.
