Kris Lewicki & Associates, LLC (KLA) is a family-owned and operated firm that always respects your financial planning wishes and their impact on securing your legacy.
Our mission is to invest in your financial future as if it were our own. Our clients always receive a sound and disciplined plan focused on their specific financial goals.
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 25 years of experience in the financial services industry, he closely advises clients in the areas of financial management, wealth transfer, investments and insurance planning. Kris enjoys spending time with his two sons, Travis and Eric. His interests include music, SCUBA diving, and sailing.
Joining the KLA team in 2019, Travis works closely with clients to develop financial plans and optimize investment portfolios to match their financial goals. Travis uses his past experiences to provide additional viewpoints for both the firm and its clients as they look to transition their legacy to the next generation. He holds a Master's Degree in Business Administration with a specialization in Finance and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He currently resides in South Florida and in his free time enjoys spending time with his family, reading and playing golf.
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INVESTMENT ADVISORY SERVICES OFFERED THROUGH KRIS LEWICKI & ASSOCIATES, LLC, A STATE OF FLORIDA REGISTERED INVESTMENT ADVISER.
information contained herein is obtained from sources we believe to be reliable; however, it is not warranted for accuracy and opinions expressed are for general information only and should not be considered investment, tax and/or legal advice. past performance does not guarantee future results. This site is published for residents of the United States of america only. Investment adviser representatives may conduct business with residents of the states in which they are registered and Not all of the products and/or services referenced on this site may be available in every state.
You may receive a current copy of Kris Lewicki & Associates, LLC disclosure document, form ADV Part 2, which is available to you at no cost via the link below or by visiting www.adviserinfo.sec.gov
We are ready and willing to assist with your financial planning and asset management needs. We are operating by appointment only
Call (954) 866-3563 to schedule your appointment.