How does the advisor help clients – Key Takeaways:
The Lewis Advisory Group is a premier financial advisory firm that offers expert financial planning and wealth management services to its clients. As a team of highly qualified financial experts, they are dedicated to helping their clients achieve their financial goals and secure their financial future.
Facts and Insights
The Lewis Advisory Group has over 15 years of experience in the financial services industry. Their team consists of highly qualified and experienced financial advisors who provide personalized and customized financial advice to their clients. They have a deep understanding of the financial markets and constantly stay updated on the latest trends and developments.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
1. Financial Planning
The Lewis Advisory Group offers comprehensive financial planning services to help clients achieve their financial goals. This includes analyzing their current financial situation, setting realistic goals, and creating a plan to achieve those goals.
2. Wealth Management
The firm also offers tailored wealth management solutions to help clients grow and protect their assets. Their team of experts works closely with each client, considering all factors such as risk tolerance, investment goals, and tax implications to create a personalized portfolio.
3. Retirement Planning
The Lewis Advisory Group helps clients plan for a secure and comfortable retirement by creating a comprehensive retirement plan. This includes assessing their current retirement savings, estimating future expenses, and creating a plan to achieve their desired retirement lifestyle.
Client Types
The Lewis Advisory Group caters to a diverse range of clients, including individuals, families, and small business owners. They also work with high net worth individuals and offer specialized services for wealth management and estate planning.
Fees & Compensation
The Lewis Advisory Group works on a fee-only basis, meaning that their fees are based on a percentage of the client’s assets under management. This ensures that their interests are aligned with those of their clients, as their revenue is directly tied to the growth of the client’s investments.
Background
The Lewis Advisory Group was founded by John Lewis, a highly experienced financial advisor with over 20 years of experience in the industry. John and his team are dedicated to providing exceptional financial advice and building long-term relationships with their clients based on trust and transparency.
Financial Advisor Disclosures to Know
The Lewis Advisory Group is a registered investment advisor and is required to disclose any potential conflicts of interest to their clients. They are committed to providing full transparency and always act in their client’s best interests.