Kris Lewicki and Associates, LLC
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Kris Lewicki and Associates, LLC
  • Home
  • Who We Are
  • Our Approach
  • FAQ
  • Contact Us

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

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.

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 25 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.


  Copyright © 2025 Kris Lewicki & Associates, LLC - All rights reserved. 


 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

  • Form ADV Part 2A
  • Privacy Notice
  • Terms and Conditions

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.