Who We’re Helping

Business Owners

Business Owners

Business owners have comprised a huge percentage of our customer base for 60 years. You have special needs that others don’t have. For example, you are often responsible for other people’s well-being (e.g., employees, partners). You also have to think about exit strategies for your business. You have to decide whether to keep the business within the family, sell it to an outsider, or consider a hybrid approach. You also have business risks to address that the individual investor does not. For example, you need business liability insurance, workers comp, and often, a benefit package for your employees. Lewer Financial Advisors has been helping independent business owners in a variety of industries address these needs for six decades. Learn More

Individual Investors

Individual investors come in all packages and sizes. No single investor’s needs are the same as the next guy’s. From the complex wealth management required for high net worth individuals, to basic blocking and tackling for the “average joe,” we can help you with your planning needs. Converting wealth accumulation to retirement funding is entirely about income planning. After all, you’re going to have bills in retirement, so you better have reliable income. Learn More
Individual Investors
Retirement Plan Sponsors

Retirement Plan Sponsors

Whatever your retirement plan needs are, LFA’s approach is to understand your organizational structure, your goals, and your budget. Our process results in a custom-fit plan that delivers on your objectives. Our designs are regularly focused on:
  • Low-cost, transparent fees
  • Flexible investment options (open architecture)
  • Financial science authored by Nobel Prize recipients in the field of economics
  • Extraordinary, concierge-level customer care
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Franchisors & Trade Associations

For 60 years Lewer has partnered with national franchisors and trade associations to serve their independently owned and operated locations. These Affinity Markets allow Lewer to tailor benefits and services to the needs of specific locations with the overall goal of creating value for your affiliation. With the many challenges facing the franchise model, our consultative approach enriches the corporate and franchisee relationship while supporting clear separation between the franchisor and individually owned franchisees. Learn More
Brokers

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