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The Risks of Concentrated Stock
Posted on Tuesday January 13, 2026

Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore
Posted on Monday January 05, 2026

Key Investment Themes in 2026
Posted on Tuesday December 30, 2025

6 Money Lessons for Raising Financially Responsible Children
Posted on Monday December 22, 2025

What to Know About the Fed’s Third Interest Rate Cut in 2025
Posted on Tuesday December 16, 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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