Kris Lewicki and Associates, LLC
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  • About Us
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    • Our Services
    • Retirement & Investments
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    • Business Owner Planning
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    • Home
    • About Us
    • Services
      • Our Services
      • Retirement & Investments
      • Tax & Estate Planning
      • Business Owner Planning
    • Fees
    • Insights
    • FAQ
    • Contact Us
Kris Lewicki and Associates, LLC
  • Home
  • About Us
  • Services
    • Our Services
    • Retirement & Investments
    • Tax & Estate Planning
    • Business Owner Planning
  • Fees
  • Insights
  • FAQ
  • Contact Us

Who We Are

Kris Lewicki & Associates is an independent, fee-only financial planning firm operating under the fiduciary standard. We believe financial advice and wealth management should always put your interests first. Our mission is to provide clarity and confidence through personalized strategies that align with your goals. We are committed to transparency, education, and building long-term relationships based on trust. 

Our Mission

Who We Serve

Our Mission

To deliver clear, objective advice that helps individuals, families, and business owners plan ahead, protect wealth, and pursue financial independence.

Our Values

Who We Serve

Our Mission

Client-First - Always acting in your best interest


Transparency - No hidden fees or commissions


Personalization - Strategies tailored to your unique goals and priorities


Education - Empowering you to make confident decisions

Who We Serve

Who We Serve

Who We Serve

  • Professionals preparing for retirement.
  • Retirees seeking income strategies and wealth preservation.
  • Families focused on education, estate, and tax-efficient financial planning.
  • Business owners seeking financial strategies for diversified wealth growth and succession.

Our Team

Travis Lewicki, CFP®, MBA

Joining the KLA team in 2019, Travis now serves as the firm's Managing Member. He works closely with clients to develop comprehensive financial plans and optimize investment portfolios that align with their long-term goals. Travis provides strategic guidance to both clients and the firm, with a focus on multi-generational wealth planning. He holds a Master's Degree in Business Administration with a specialization in Finance and is a CERTIFIED FINANCIAL PLANNER™ practitioner. 


Travis resides in South Florida and enjoys spending his free time with his family, reading, and playing golf.

Kris Lewicki, CFP®, ChFC®, CASL®

Kris Lewicki founded Kris Lewicki & Associates, LLC (KLA) in 2011 with a vision to provide the highest standard of knowledge and trust in financial planning and investment management. With over 30 years of experience in the financial services industry, he closely advises clients in all areas of financial management. In addition to his advisory role, Kris also serves as the firm's Chief Compliance Officer, ensuring KLA maintains the highest ethical and regulatory standards.


Kris' hobbies include music, hiking and swimming. He also enjoys spending time with his two sons, Travis and Eric. 

Eric Lewicki

Eric Lewicki joined Kris Lewicki & Associates in 2025 as a Relationship Manager, where he combines his strong analytical skills and finance background to support clients with thoughtful, data-driven guidance. He holds a Finance degree from the University of Central Florida and is committed to building meaningful, long-term relationships that help clients feel confident in their financial decisions. 


Eric enjoys outdoor activities including hiking, camping, scuba diving, and running. He’s also a frequent visitor to Universal Studios and values quality time with family especially in his role as an uncle.



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