"Serving Our Clients Independently Since 1969"

 Little Business Wealth Advisors (LBWA) is an independent, family-owned financial advisory firm that specializes in Cash Flow Management for Small Business Owners, Professionals and Families in the Fresno/Clovis area. 

LBWA is a comprehensive financial firm committed to helping our clients pursue their financial goals. We offer a wide range of insurance, financial products and services to our valued clients. Through our experience and attention to detail, we believe you will be better able to identify and achieve your financial goals.

We have created this Web site to help you gain a better understanding of the financial benefits of working with a trusted, local advisor.  We will take the necessary time to learn what is most important to you, both financially and personally. 

We will perform an analysis on your current situation and develop a custom plan that we will implement, monitor and adjust as needed. That plan may involve Life Insurance, Health Insurance (including Covered California), Retirement or Estate Planning, Wealth Preservation and Transfer. More importantly, we hope you see the value of working with skilled professionals to assist you in the pursuit your financial goals.

We understand that our clients sometimes cannot meet during our regular office hours, Mon-Fri 8-5, so we make ourselves available whenever it is convenient for you.  Please call us at 559-320-0272 or click the link below.

 

 

For a COMPLIMENTARY Portfolio or Insurance Review click HERE