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Using QCDs to Unlock the New Senior Tax Deduction
Posted on Monday December 15, 2025

Monthly Investment Commentary: December 2025
Posted on Thursday December 11, 2025

What AI Spending Could Mean for Investors
Posted on Tuesday December 02, 2025

Should You Prioritize Charitable Giving in 2025 or Wait Until 2026?
Posted on Monday November 24, 2025

What Surprising Earnings Strength Could Signal for Markets
Posted on Tuesday November 18, 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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