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Is U.S. Outperformance Sustainable?
Posted on Monday March 31, 2025

Key Considerations Before Investing in Alternatives
Posted on Tuesday March 25, 2025

Costly Wealth Transfer Mistakes to Avoid
Posted on Monday March 17, 2025

Staying Invested During Uncertain Times
Posted on Tuesday March 11, 2025

How to Navigate Rising Homeowners Insurance Costs
Posted on Monday March 03, 2025

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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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