Wealth Management and Investment Services
Independent Advice. Clear Strategy. Built for You.
Since 1986, Lishka Financial™ has helped clients make confident financial decisions through disciplined planning and independent guidance.
We offer an educated alternative to investing—focused on clarity, flexibility, and long-term results.
Why Lishka Financial™
Independent, Unbiased Advice
We are not limited to proprietary products. We select investments based on what fits your goals—period.
Clarity in Complex Decisions
We break down complex strategies so you understand the risks, trade-offs, and opportunities.
Experience You Can Trust
Decades of real-world experience across changing markets.
Relationship-Driven
We build long-term partnerships, not one-time transactions.
Backed by Advanced Credentials
Our team brings depth across every area of planning:
CFP®, ChFC®, ChSNC®, CPFA®, CF2®, FRC℠, and JD
This allows us to integrate:
- Investment management
- Retirement planning
- Special needs planning
- Retirement plan consulting
- Risk and insurance strategies
- Legal-informed planning
All working together in one coordinated strategy.
What We Do
- Wealth management and portfolio design
- Retirement planning and income strategies
- 401(k), 403(b), and 457 plan consulting
- IRA management and rollovers
- Insurance and risk planning
- Business retirement plans
Our Platform
Lishka Financial™ is an independent firm working with LPL Financial, a leading broker-dealer supporting advisors nationwide.
This gives you:
- Access to a broad range of investment solutions
- Flexibility in strategy and product selection
- Institutional-level tools and research
Our Approach
- Understand your goals
- Build a clear, personalized strategy
- Implement with discipline
- Monitor and adjust over time
Market Insights
We provide ongoing market perspective and updates, including:
Monday Morning Outlook
Main Management Weekly Market Update
Russell Investments Market Weekly Review
Frontier Asset Management
The Bottom Line
You don’t need more products.
You need a clear plan and the right strategy.
Get Started
Fee waived for your first consultation.
Build your future with the Lishka Financial™ team.
