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Tutor Financial Advisors, LLC.
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Tutor Financial Advisors, LLC.

VIDEO: Tip for Today with Michael Lewis

jacobted May 29, 2020 blog, Financial Planning, Your Loved One Has An Addiction 1 Comment

Tutor Financial’s Michael Lewis CFA, MBA speaks with Melissa Ternes, founder of Master Your Money Now.

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Financing Alternatives for Recovery

jacobted May 26, 2020 blog, Budgeting, Your Loved One Has An Addiction Leave a Comment

The Affordable Health Care Act considers mental health and substance abuse disorders essential benefits that must be provided by any plan available in the health insurance marketplace.

Confident financial agent showing growth graph to couple. Mid couple meeting financial advisor for investment. Business people discussing the charts and graphs showing the results of their successful teamwork.

Investment Philosophy

jacobted May 7, 2020 blog, Investment Management Leave a Comment

As a financial planner, I have strong convictions when it comes to my investment philosophy. I want my clients to invest in a way that is consistent with their risk tolerance and time horizons in a cost-effective manner. Ultimately, success is measured not by how much you earn but how much you keep.

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Tutor Financial Advisors, LLC.
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    About Tutor Financial

    Michael Lewis CFA, MBA founded Tutor Financial Advisors after a 30 plus year career in financial services as an experienced professional offering insights on investment products, strategies, and risk management.

    He served as a portfolio manager for a leading Canadian investment firm with C$1 billion in assets under management, managing multi-million-dollar budgets and developing customized risk management solutions.  He is a Board Member of the North Carolina Chapter of the American Red Cross, and, The Jewish Federation of Raleigh/Cary.

    Learn More

    Disclosure

    Michael Lewis, Registered Representative. Securities offered through Cambridge Investment Research Inc., a Broker/Dealer member FINRA/SIPC. Tutor Financial, LLC and Cambridge are not affiliated.

    Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors Inc, a Registered Investment Adviser

    We are licensed to sell securities products in CA, DE, FL, IL, NC, NJ, PA, NY, WV.

    We are licensed to sell insurance products in NC, NY, WV

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    A Member of
    Quest Financial Group

    Tutor Financial Advisors, LLC.
    2601 Weston Parkway | Suite 201,
    Cary, NC 27513
    919-629-0178
    michael@tutorfinancial.com

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    Contact Us

      About Tutor Financial

      Michael Lewis created Tutor Financial after a 30 plus year career in financial services as a Chartered Financial Analyst (CFA). He is an experienced professional, offering insights on investment products, strategies, and risk management.

      His major career achievements include serving as a portfolio manager for a leading Canadian Investment Firm with ~$1 Billion in assets under management, managing multi-million-dollar budgets, and developing customized risk management solutions. Learn More

      Disclosure

      Michael Lewis, Registered Representative. Securities offered through Cambridge Investment Research Inc., a Broker/Dealer member FINRA/SIPC. Tutor Financial, LLC and Cambridge are not affiliated.

      Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors Inc, a Registered Investment Adviser

      We are licensed to sell securities products in DE, FL, NC, PA, NY, WV.

      We are licensed to sell insurance products in NC, NY, WV

      Finra BrokerCheck
      BrokerCheck
      A Member of
      Quest Financial Group

      Tutor Financial Advisors, LLC.
      2601 Weston Parkway | Suite 201,
      Cary, NC 27513
      919-629-0178
      michael@tutorfinancial.com

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