Live. Love. Legacy.

Lewis Financial is committed to solving specialized needs that are typically not being addressed within the independent financial services marketplace. Specifically, Lewis Financial works with those clients with unique needs: the highly compensated; and the business owner.

There are a large number of strong, well-run financial services representatives and organizations that do not currently have access to the sophisticated business consulting and transaction support services that are offered by Lewis Financial. It was determined that this specialized marketplace demanded a resource to provide proactive actionable advice. Jason W. Lewis provides access to a variety of specialists in this marketplace to ensure the highest caliber of service. It is the belief and mission of Jason, and Lewis Financial, to provide superior quality output and highly personalized service honed through years of experience and the expertise of an organization that has grown from the rich Northwestern Mutual tradition of developing enduring relationships with clients by providing expert guidance for a lifetime of financial security.

We are dedicated to client service and a solution-oriented approach to developing strategic plans that may include:

  • Fee Based Planning
  • Investment & Advisory Services
  • Retirement Planning
  • Estate Planning
  • Business Planning
  • Wealth Protection & Risk Management

Our team is award-winning

Jason Lewis has been recognized by Forbes as one of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.

Forbes Best-In-State Top Financial Security Professionals 2022

Forbes Top Financial Security Professionals list (July 2022). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2021. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.