The Financial Preserve At Lonier Financial Advisory LLC

Overview

The Financial Preserve at Lonier Financial Advisory LLC is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and families, including small-business owners. The firm operates under an individual owner structure and charges for advice primarily through hourly and fixed-fee arrangements rather than AUM-based advisory fees. Its stated business activity centers on customized financial planning and managing portfolios for a limited client roster rather than institutional or retirement-plan consulting. The firm is not positioned as a multi-state adviser, does not identify as an active ESG investor, and does not act as a capital allocator. Investment activity tilts toward a mix of equities and fixed-income instruments. The registered filings indicate a clear use of exchange-traded equities as the single largest asset type, while stated preference and allocation interest lean toward fixed-income exposure, suggesting balanced portfolios that combine public equity exposure with bond holdings to manage risk and income needs.

Assets & Accounts

Public Holdings

Location & Offices