For decades, Andrews Lucia Wealth Management has been a trusted partner for individuals and families seeking comprehensive financial planning and wealth management services. Our firm was built on the foundation of providing personalized, evidence-based financial advice that puts our clients' interests first.
What began as a small practice has grown into a full-service wealth management firm serving clients throughout the San Francisco Bay Area from our office in Danville. Despite our growth, we've maintained the personal touch and attention to detail that our clients have come to expect.
Our success is measured not by the size of our firm, but by the financial security and peace of mind we provide to the families we serve. Every day, we work to uphold the trust our clients place in us.
Your interests always come before ours. As fiduciaries, we're legally and ethically bound to act in your best interest.
We rely on academic research and proven strategies rather than market predictions or trends.
Clear communication about our services, fees, and strategies. No hidden costs or conflicts of interest.
We build lasting relationships and strategies designed to weather market cycles and life changes.
Meet the experienced professionals dedicated to your financial success.
Principal, CFP®
With over 25 years of experience in wealth management, John specializes in comprehensive financial planning and investment management.
Principal, CPA/PFS
Maria brings dual expertise in tax planning and financial planning, helping clients optimize their wealth strategies.
Wealth Advisor, CFP®
Sarah focuses on retirement planning and estate strategies, helping families plan for their future with confidence.
We start by getting to know you—your goals, concerns, values, and vision for the future. This deep understanding forms the foundation of our relationship.
We develop a comprehensive financial plan tailored to your unique situation, incorporating investment management, tax strategies, retirement planning, and estate considerations.
Once your plan is in place, we handle the details of implementation, coordinating with your existing advisors and ensuring everything is executed properly.
We provide continuous monitoring and regular reviews, adjusting your strategy as your life circumstances and the market environment change.
Discover how our client-first approach and evidence-based strategies can help you achieve your financial goals.
Schedule a Consultation