About
Chad Lewis

Meet Chad Lewis, the financial mastermind behind Lewis Financial Advising. With decades of experience, Chad guides individuals on a transformative journey toward achieving financial freedom. Chad's philosophy centers on simplicity—find "money in the margins" by spending less than you earn. But you can still have fun!

​

After working in insurance and the financial services industry, including time at Edward Jones, Chad became frustrated that he couldn’t help people with REAL money management. He wanted to help people change their trajectory and get started on a path to financial freedom!

 

His personal success story echoes his principles—achieving a six-figure income in his thirties and a $1 million net worth by 40 through disciplined saving and investing, even during lean times.

​

With FINRA certifications, including Series 66 (65 and 63 combined), Chad's expertise is grounded in a deep understanding of financial intricacies.

 

Join Chad on a clear, actionable path to financial well-being, where it is possible to be frugal AND free as you take control and gain the financial freedom you crave!