LESTER FINANCIAL GROUP, LLC

Overview

Lester Financial Group, LLC is an independent registered investment adviser focused on individuals, families and small business owners. The firm operates as a fee-based planner and portfolio manager while also acting as an insurance broker, which shapes how it mixes protection solutions with investment portfolios. Its stated investment preference skews toward equities, and the firm reports active discretionary management across its client base. Fee arrangements include percentage-of-assets, hourly and fixed-fee engagements, allowing flexibility for both ongoing portfolio management and project-based financial planning. The firm appears to combine traditional wealth management with insurance distribution, suggesting an approach that integrates retirement planning, income protection and investment management. Lester Financial Group tends to allocate a meaningful portion of client capital to non-exchange-traded equity positions, indicating comfort with private or illiquid equity exposure as part of client strategies alongside more liquid instruments.

Assets & Accounts

Investments & Alternatives

Location & Offices