Kevin Lewis


Lewis Wealth Management, LLC


Kevin Lewis


Lewis Wealth Management, LLC


I offer an individualized financial plannning and investing experience, so that you can retire on your terms and realize true financial freedom! - Kevin Lewis, MBA


Fee-Only, Fiduciary, Independent Financial Advisor: Located in Carmel, Indiana; serving clients locally throughout Indianapolis, Fishers, Noblesville, Greenwood, Avon, Brownsburg, and Zionsville.

Kevin Lewis is an Indianapolis, IN fee-only financial advisor. Lewis Wealth Management, LLC provides investment management, retirement planning, and wealth management strategies to help individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kevin Lewis is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

A word from Kevin Lewis, President of Lewis Wealth Managment

The best way to get to know me is by sharing an activity with me. Go grab your bicycle, and let’s go for a ride! Is there a game on? Come on over. My family likes to have fun! We laugh often, as we work and play. My wife, Elizabeth, is the most thoughtful and loving person you’ll ever meet. Her passions include travel, artisan-crafts, and living a healthy lifestyle. My son, Landon, is a true Renaissance-Man. He enjoys playing sports, acting, cooking, and playing the guitar. Most importantly though, my family enjoys dreaming about our future life together. This sense of unity keeps us striving for the life we want to live. Our Christ-Centered values provide our purpose, while keeping us humble as we desire to serve others.

Relationally, you’ll find that I’m as easy to talk with as your closest friend. I’d enjoy a cup of coffee in your living room, discussing anything that’s important to you. Where have you been? Where do you want to go next? Let’s dream together! Now, let me help you create a plan on how to achieve these goals. Since my first job at age 12, I have always had a plan for my personal and financial life. I was introduced to investing by my CPA father. He taught me the wonders of compounding interest, and how saving and investing will create greater freedom and independence. Since then, I have been striving toward financial independence.

Yet in the aftermath of the 2008 financial crisis, many Americans lost their ability to dream. My inquisitive nature led me to study this historic event, while learning from those who prospered during this time. In 2012, I completed my MBA at Purdue University. This experience provided me the tools to better understand the fundamentals of economics, markets, taxes, and finance.

What I’ve learned through personal experience, is that financial success is more highly correlated with human behavior than simple arithmetic. By age 32, my wife and I were living debt-free, without a mortgage, while aggressively investing for our future. I have learned how to create and manage wealth, by assessing risks and maximizing rewards. My practical application of “Modern-Portfolio Theory” have helped me achieve personal freedom and financial success. I look forward to sharing my strategies with you. Creating and implementing a financial plan for you and your family is one of my greatest passions!

Lewis Wealth Management was founded on the principle of providing the most personalized investing experience found anywhere. What this means for you is that you are treated as a unique individual. Instead of allocating your portfolio towards a one-size-fits-all model, I will customize a specific investment strategy just for you!

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


  • Investment Management
  • Comprehensive Financial Planning
  • Retirement Income Planning
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Generation X & Y Professionals
  • Business Owners and Executives
  • Growing Families
  • Employer Retirment Plan Rollovers

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Complimentary Initial Consultation
  • Clearly Defined Fees
  • No Product Sales

Professional Designations & Affiliations

  • XY Planning Network
    Kevin Lewis is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Kevin Lewis

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Office Locations:

  • 1905 S. New Market Street
    Suite #156
    Carmel, IN 46032

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