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The Outlook for Stock Returns
Posted on Thursday December 19, 2024

Student Loan Repayment Outlook: What You Need to Know
Posted on Monday December 16, 2024

What’s Ahead for Cash and Bond Returns?
Posted on Tuesday December 10, 2024

2025 Tax Planning: Considerations and Opportunities
Posted on Monday December 02, 2024

Navigating Conversations About Inheritance With Adult Children
Posted on Thursday November 21, 2024

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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