We established Lewis Asset Management because we believed that there had to be a better way to approach financial planning.

Our founder, David Lewis, spent the first part of his career at large financial institutions, where he wasn’t able to give his clients the time and attention they deserved. He knew that starting his own independent financial planning firm was the only way to offer professional, knowledgeable, and objective advice in an approachable way.

Rather than focus on our bottomline or pushing proprietary products, we focus solely on our clients and their goals and are motivated by your success. We’re here to answer any question you have and guide you to the financial plan that’s right for you. Our passion has always been serving our clients first and foremost and we will never waver from this mission.

At LAM, you’ll find a down-to-earth team that cares about you, your family, and your financial needs. Working together is a partnership that we don’t take lightly.