Who We Are

Lewer is an independent, family-owned business with 60 years of experience working with individuals, business owners, and retirement plan sponsors. Whether you are an individual investor, business owner, or an institution, Lewer Financial Advisors is capable of addressing all of your financial needs ranging from wealth management to estate planning to retirement plan design. We deploy academic, researched-based financial science combined with a concierge service approach to create integrated strategies designed to generate the solutions you are seeking.

Integrated Strategies

Whether you are an individual investor, a business owner, or an institution, Lewer Financial Advisors is capable of addressing all of your financial needs ranging from wealth management to estate planning to retirement plan design.

Financial Science

We build portfolios based on the science of the capital markets. Our deep working relationships help us help investors pursue higher than expected returns using academic research, advanced portfolio structure, and implementation.

Extraordinary Service

We are a boutique firm, passionate about our clients, using a unique consultative approach to provide concierge-level service and same-day response times. Our concierge approach provides you with a single point of contact for diagnosis, solution design, and execution/implementation regardless of what type of help you need.

MEET THE TEAM