Who We Are
In light of the recent developments and changes implemented in our community and state regarding COVID-19, we at Hoyt, Lewis & Associates will be doing our part to help reduce the potential spread by limiting our in-office hours to staff only.
In order to keep our clients, staff, and families healthy we will be working remotely. Our goal is to make this transition with as little impact on our clients as possible. We understand this is a difficult time for everyone and greatly appreciate your understanding and patience while we navigate this change.
We will do our best to respond to any voicemail or email within 24 hours and will be collecting and processing mail daily. For the time being we will be moving all currently scheduled appointments to phone only and not scheduling any new appointments until further notice. It is our hope that this will keep our advisors available for incoming calls from you with questions or concerns during this tumultuous time.
We are hopeful that with the help of these drastic measures, this will pass quickly, and we will all come out of this healthy
If you need immediate service and cannot wait for a call back from Hoyt, Lewis & Associates, you can reach LPL's Service Center at (800) 558-7567
About Hoyt, Lewis & Associates
Hoyt, Lewis & Associates is a full-service financial planning firm specializing in custom wealth management strategies designed to help individuals and families prepare for life’s challenges. Located in Spokane, Washington, our team of professionals develops appropriate strategies to suit our clients’ vision and objectives for their financial lives. We help clients execute a sound financial strategy utilizing financial, investment, retirement, estate, and risk management planning.
At Hoyt, Lewis & Associates, we value our clients above all else. For over three decades, we have built our reputation by providing quality financial planning services. We operate by three core values: Passion, Pride, and Persistence. These are the foundation of who we are, the services we provide, and the support we offer.
We are independent advisors affiliated with LPL Financial, the nation’s largest independent brokerage firm.* This affiliation allows for a powerful client experience, due to our ability to provide completely objective advice centered on their unique financial needs.
*As reported in Financial Planning magazine 1996-2016, based on total revenues.
We approach our business as an Ensemble Practice. Every client has a team of professionals who offer a wide-range of expertise and perspectives to create a complete financial plan for every stage of accumulation and retirement.
Our highly disciplined approach to investment management means we take the greatest care to review and adjust models on an ongoing basis.
Twice a month - or more frequently as dictated by changing market conditions - our management team clears their calendars to conduct in depth analysis on our entire book of business.