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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

Why Did the Fed Lower Rates?
Posted on Tuesday September 23, 2025

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