Overview

Lewis Financial RIA is a local financial planning firm that has been in business in San Luis Obispo for 35 years.
We work with clients that are looking for a long term relationship.
We operate as a partnership with three current partners. We have a succession plan in place.
We are looking to acquire one advisor that wants to join our organization to improve their financial planning skills, expand their client base, improve their income, and reduce their regulatory responsibilities.
We are also looking to help an advisor get on a "Glide Path to Retirement", along with a succession plan for their clients.
Open to negotiations for merger, sale, or outright purchase..
Fell free to contact us at ___-___-____.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months

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