Lakewood Financial Group, LLC

Overview

Lakewood Financial Group, LLC is an independent, Pennsylvania-registered advisory firm organized as an LLC and owned by an individual principal. The firm serves individual and family clients, charging fees based on a percentage of assets under management. Its advisory scope centers on financial planning and discretionary portfolio management for individuals and small businesses, and the firm also acts as a capital allocator by selecting third‑party advisers and publishing client communications such as newsletters or periodicals. Lakewood indicates it does not position itself as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices