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.
We serve clients who are at different states in life. From those starting families, the employed who are planning for retirement, and retirees.
About LPL Financial
LPL Financial is one of the nation's leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.
Owner of Lewis Financial Wayne E. Lewis, C.S.P.G.
LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.
LPL Research’s Midyear Outlook 2019 shares that as investors face the prospect of periodic bouts of volatility, emphasizing fundamentals will remain critical to making effective investment decisions. The midyear report provides updated views of current fundamentals and factors that should persist as shorter-term concerns fade, while emphasizing the four primary pillars for investing – policy, the economy, fixed income, and equities. Read More ›