Lewis Financial Management LLC

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

Lewis Financial Management LLC, based in Raleigh, NC, has been dedicated to providing comprehensive financial planning services for nearly 40 years. Unlike typical money managers, they emphasize total financial advice, tailoring solutions to fit each client's unique financial situation and goals. Led by certified financial planner Doug Lewis and his wife Linda, the firm focuses on continuous, customized support in areas including investment management, tax planning, retirement, cash flow, and estate planning. Their commitment to client care is reflected in their monthly reporting system, ensuring clients receive regular updates and ongoing advice throughout their financial journey. Generated from the website