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Quarterly Investment Commentary: October 2025
Posted on Tuesday October 14, 2025

How to Give to Charity Under the New OBBBA Rules
Posted on Monday October 13, 2025

How Are Today’s Mega Cap Stocks Different?
Posted on Tuesday October 07, 2025

What a Government Shutdown Could Mean for Markets
Posted on Tuesday September 30, 2025

What’s the Difference Between Estate and Gift Taxes?
Posted on Monday September 29, 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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