Lily Schweitzer,

With a deep passion for empowering clients to achieve their financial goals, Lily strives to exceed expectations and build lasting relationships based on trust

She began her career in 1994 as an operations manager at Archer Commodities, later joining Smith Barney as a registered assistant, where she refined her skills in retirement and financial planning.

Today, Lily is a financial advisor, certified plan fiduciary advisor, Certified Divorce Financial Analyst®, and Accredited Asset Management Specialist^TM. She brings a wealth of specialized knowledge to her practice, guiding clients through complex financial transitions with clarity and confidence.

As the owner of her own practice, Lily is honored to continue this meaningful work – always guided by her core belief: “Above all, work for the highest good of our clients.”

Mission Statement

Lily firmly believes that anyone, anytime, can achieve financial success with the right tools, guidance and support. Her mission is to work with clients every step of the way to help achieve their financial goals, from buying a home for the first time, planning for retirement, navigating major life changes, managing generational wealth and more.