Our Firm

Lewis Financial Group was founded by Craig Lewis more than 30 years ago with the goal of helping clients bridge the gap between their tax and financial concerns. Craig entered the financial services industry after personally experiencing the overwhelming responsibilities of managing his father’s estate after his death. He realized that a number of people endure the same experiences and wanted to help guide people through the complexities of financial planning and wealth management.

Craig began his career in the accounting industry and earned his Certified Public Accountant (CPA) license. As much of his work focused on a client’s past financial decisions, he entered the financial services industry and became a CERTIFIED FINANCIAL PLANNER™ professional as a way to help clients plan for their future. As both a CPA and CFP^® professional, he is uniquely qualified to try to develop strategies to reduce taxes and risk, allowing clients to build and preserve their wealth. Craig does not prepare tax returns or offer accounting services. His role is as an Investment Professional only.  He does not compete with your personal CPA or Tax Advisor. You should consult with them concerning your individual tax situation.

Unlike other financial service firms, Lewis Financial Group is an independent firm. This independence allows us to best serve our clients. We work strictly for you, not for a large brokerage firm, wirehouse, or insurance company. As an independent firm, your concerns are our only concerns.