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Lester Financial Group

EST. AUM
$398,589,024

CONTACTS

CLIENT ACCOUNTS
1,118

Firm Details

Metro area Chicago
CRD Number 317036
Website lesterfinancialgroup.com
Client types

Overview

Lester Financial Group (LFG) is an SEC-registered investment adviser headquartered in Champaign, Illinois, with approximately $400 million in assets under management across roughly 516 client relationships. Founded by Todd A. Lester and in operation for over 25 years, the firm specializes exclusively in retirement planning for individuals who are retired or within approximately five years of retirement. LFG's core responsibility is to provide personalized financial planning and investment advisory services, helping clients address retirement sustainability, tax efficiency, and portfolio suitability. The firm's investment approach is client-centric and plan-driven, focusing on long-term financial security rather than speculative or market-timing strategies. LFG intentionally limits its client base to ensure a high level of individualized attention and service quality.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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