Kris Lewicki & Associates, LLC

Kris Lewicki & Associates, LLC (KLA) was founded in 2011 with a vision to provide the highest standard of knowledge and trust in financial planning and investment management. We are a fiduciary, fee-only investment advisory firm that provides unbiased professional financial advice, where our clients are our only consideration. While we are based in South Florida, our services extend to clients all across the entire United States and catering to individuals from all walks of life. Ensuring that no matter where you come from or where you are, we're equipped to guide you towards your financial goals with unparalleled dedication and personalized care.

As a firm that centers on planning, we believe in setting the roadmap before putting the car in gear. Financial planning and investment management should be cohesive and focused on achieving your goals. With a philosophy that prioritizes planning as the foundation of success, we ensure that every financial strategy is not just about managing wealth but about enriching your life's journey. Our services are designed to seamlessly integrate financial planning and investment management, with a focus on realizing your personal and financial objectives.

We deeply believe that we're more than just advisors; we're your proactive partners in navigating life's opportunities and challenges. Whether you are embarking on a new life chapter, evaluating your retirement options, assessing a business venture's potential, or aspiring to leave a lasting legacy- we're here to empower your financial independence and help chart a course to your dreams.