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Learning Center

Tax Season is Here: Are Your Withholdings on Track?
Posted on Monday February 17, 2025

How Could Tariff Policies Affect the Economy?
Posted on Wednesday February 12, 2025

You Just Received an Inheritance. Now What?
Posted on Monday February 03, 2025

Pros and Cons of Dollar-Cost Averaging
Posted on Wednesday January 29, 2025

Reframing Retirement: Focus on Fulfillment
Posted on Monday January 20, 2025

Form CRS

Andrews, Lucia Wealth Management LLC is registered with the Securities and Exchange Commission as an investment advisor. Fees for brokerage and investment advisory services differ among broker-dealers and investment advisors and it is important you understand the differences.

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Firm Overview

Andrews, Lucia Wealth Management LLC, an SEC Registered Investment Advisor firm, was established in 2004 with offices in San Mateo and Danville, California. We are a fee-only advisor with an investment philosophy grounded in academic research.

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