We are fairly new with Lewis Wealth Management, but we are totally satisfied with our service. We…read moreare out-of-state but Kevin still schedules our meetings with him around our schedule. He answers our phone messages almost immediately. He is always available and patient when explaining complex financial material to us. We like him very much.

From the owner: Call today to schedule a free, no-obligation, financial consultation at (317) 503-3680. read more

Sold us on an index annuity as a wealth building product had nine years of wealth building left …read more Said we would average seven percent return annually and experience no loss due to market turned down or correction. Lock us into a fourteen year contract with sila insurance company. First year we made nothing but the equity markets had an average of eighteen percent return. We were in the product for 3 - 1/2 years. And we only made 2.25 on the fixed. We surrendered ,( cancel the contract), as the result we had to forfeit all the interest made , payback the bonus and was penalized with the eleven percent of the principal remaining in account. Later , I learned he got a large bonus for selling us on that contract. He clearly violated his fiduciary obligations. I failed in doing my due diligence,and believing everything that came out of his mouth . We lost tens of thousands and plus hundreds of thousands of investment opportunity with this financial firm. Crown Haven turned into Frown Haven . They would rather you just survive rather than thrive in retirement. Take it from my experience run from these guys if you value your wealth.

Great wealth management company Very friendly and has a lot…read moreof good advice. Gordon is a vet and great guy

I am a user of Wealth Trace's financial planning software and have used consultation sessions with…read moreDoug to fine tune and troubleshoot my various plans. The advice I received was so far superior to that of my financial planner that I ended that relationship and now rely solely on Wealth Trace and paid advice sessions.

I have used Wealthtrace for many years and I have been very satisfied with the capability and…read moreresults. I have also met with Doug to review my Wealthtrace inputs a number of times and have been very satisfied with his expertise and guidance, he is very professional and knowledgeable.

Direct, prepared and listens to your goals. Genuinely strong understanding of personal…read morepreferences. Can take big picture data and focus it on your situation.

I've been using Oaktree Financial (Chris Baker) for more than a decade. I've also used other…read morebig-name firms. Oaktree has consistently performed well for us but beyond that has consistently gone above and beyond what we might expect of our financial advisor. All of their employees are very caring and affable. I'd highly recommend them!

Excellent service here from Brad Harrold. He is easy to reach, always willing to answer my million…read morequestions, and he knows what he is talking about. Finally, a financial advisor that I can trust! Highly Recommend!