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Monthly Investment Commentary: September 2025
Posted on Monday September 15, 2025

The Rise of the Retail Investor
Posted on Tuesday September 09, 2025

The Hidden Tax Torpedo in the One Big Beautiful Bill and How to Avoid It
Posted on Monday September 08, 2025

Investing at All-Time Highs
Posted on Tuesday August 26, 2025

Student Loans After the One Big Beautiful Bill Act: What Families Need to Know
Posted on Monday August 25, 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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