About Us
Infinity Wealth Management is an independent, integrative wealth services firm helping clients work towards maximizing their assets, enhance the quality of their lives and realize personal and financial goals.
In addition to a team of specialists and top service, Infinity Wealth Management clients benefit from independent and objective investment advice and customized financial strategies.
We believe that trustworthy advice could only be provided to clients through a firm with complete independence and objectivity.
We provide each of our clients with the full range and capabilities of a dedicated branch office and benefits of scale associated with the largest independent broker/dealer, LPL Financial.*
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
*As reported by Financial Planning Magazine, 1996-2023, based on total revenue.
Andrew Lewis
(610) 664-7777
andrew.lewis@lpl.com
Five Star Wealth Manager Award Winner, 11 years in a row
Founder and President of Infinity Wealth Management, LLC, Andrew serves as a trusted LPL Financial Advisor and has dedicated his career to financial planning and wealth management. Andrew leverages his 29 years of experience and broad industry knowledge to provide customized financial strategies for his clients and is committed to providing sound, quality advice.
(610) 664-7777
andrew.lewis@lpl.com
Five Star Wealth Manager Award Winner, 11 years in a row
Founder and President of Infinity Wealth Management, LLC, Andrew serves as a trusted LPL Financial Advisor and has dedicated his career to financial planning and wealth management. Andrew leverages his 29 years of experience and broad industry knowledge to provide customized financial strategies for his clients and is committed to providing sound, quality advice.
Wealth management is an ongoing collaborative relationship between advisor and client. It includes professional investment management and personalized financial planning to pursue client goals. At Infinity Wealth Management, we deliver professional, objective advice. We have a well established network of professionals, such as accountants and estate attorneys to assist you in making important decisions regarding your financial challenges and concerns.
Andrew, a graduate of Villanova University, currently holds a number of FINRA registrations, including the Series 7, Series 63, Series 65 and Series 24 held through LPL Financial. He is a LPL Registered Principal and maintains an Office of Supervisory Jurisdiction with LPL Financial. He also holds Life, Accident, Health, Long Term Care Insurance and Variable Annuity Licenses.
Comprehensive Process
We don’t believe in a “one size fits all” approach to investing. Our philosophy focuses on getting to know you so we can understand the complete picture.
We take the time to gain a clear understanding of your particular investment objectives, risk tolerance, personal preferences and concerns. We then customize an asset allocation that is tailored to meet your specific needs. Once the asset allocation is determined, we select investments and execute the desired strategy. These allocations are dynamic and flexible, capable of adjusting over time in response to changing needs and a changing investment environment.
Many of our clients are extremely busy and don’t have the time, the knowledge or the resources to manage their wealth. Infinity Wealth Management provides the information and guidance you need to make prudent decisions in today’s complicated and ever changing financial environment. Additionally, we’ll collaborate with your other trusted advisors, including estate attorneys and tax advisors to help coordinate your financial affairs.
Asset allocation does not ensure a profit or protect against a loss.
We take the time to gain a clear understanding of your particular investment objectives, risk tolerance, personal preferences and concerns. We then customize an asset allocation that is tailored to meet your specific needs. Once the asset allocation is determined, we select investments and execute the desired strategy. These allocations are dynamic and flexible, capable of adjusting over time in response to changing needs and a changing investment environment.
Many of our clients are extremely busy and don’t have the time, the knowledge or the resources to manage their wealth. Infinity Wealth Management provides the information and guidance you need to make prudent decisions in today’s complicated and ever changing financial environment. Additionally, we’ll collaborate with your other trusted advisors, including estate attorneys and tax advisors to help coordinate your financial affairs.
Asset allocation does not ensure a profit or protect against a loss.
LPL Financial
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.
LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.
For more information about LPL Financial, visit www.lpl.com.