DLM Holding

With over 30 years of experience, we focus on guiding individuals and small businesses through their tax, financial, HR, marketing, and risk management needs one step at a time. We are guided by three principles: innovation, reasonable prices, and reliable service.

Lewis Financial Management LLC, based in Raleigh, NC, has been dedicated to Comprehensive Financial Planning for nearly four decades, offering more than just investment management. The firm emphasizes TOTAL financial planning, assisting clients in achieving their financial independence and quality of life through a personalized approach that encompasses income, tax, retirement, and estate planning. The company distinguishes itself by providing customized financial advice rather than conventional investment management, actively engaging clients with 12 monthly reports instead of the standard quarterly updates. Led by Certified Financial Planner Douglas J. Lewis and Linda P. Lewis, the firm is committed to building lasting relationships with clients throughout every stage of their financial journey. Generated from the website

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