financial planner in Carmel

"With the assurance that LWM is working every day to anticipate the unexpected, you have the freedom to enjoy living your life today." LEWIS WEALTH MANAGEMENT, LLC (“LWM”) is a registered investment adviser offering advisory services in the State of Indiana and in other jurisdictions where exempted…

Lewis Wealth Management LLC provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on long-term growth and financial security, they offer tailored strategies in retirement planning, wealth preservation, and portfolio m…

Learn about our nearly 100 year not-for-profit mission, the opportunity for your money to grow with lower fees, and access to expert financial advice.

Our goal is to get to know you and what’s important in your life, then tailor an investment plan precisely to who you are and what you want to accomplish.