Welcome to Lido Advisors,
the Standard in Wealth Management.

Lido Advisors, LLC utilizes experience, creativity, and independence to
grow, maximize, and protect our clients’ assets and legacies.

Professional Wealth Services
Our team is a diverse group of best-in-class specialists dedicated to creating smart investment solutions for our clients. We are an independent Registered Investment Advisor (RIA) that currently manages over $4 billion as our clients’ fiduciary. We are nationwide with resources located in key areas across the United States. We create asset allocation and financial plans designed to maximize our clients’ life and legacy. We are analytical, passionate, and savvy.

Common Interests, Shared Trust

As a fiduciary, you, the client, always comes first. All of our solutions are designed to serve your best interests. Once you become our client, we consider you part of our family. Our plans are customized, forward-thinking, and connect the dots between tax strategies, estate planning, and investing.


Our Value Proposition

The cornerstone of financial success relies upon a strong wealth plan. Our talented team of specialists includes CPAs, financial planners, attorneys, and analysts who collaborate to share their extensive knowledge and deep experience with vision and creativity.

Every client team includes a:
Lead Financial Advisor
Financial Planner
Private Client Support

Forward
Thinking

Data
Gathering

Building
Objectives

Consultative
Planning

Adapt
Monitor
Adjust

The L-MAP

Always on Your Side

We are passionate and skilled at tailoring solutions for our clients’ needs.

Our team is broad and deep enough that we can select precisely the right specialists for each unique challenge. We leverage data and technology to model and monitor portfolios and plans. We are continually upgrading our knowledge by attending and hosting conferences to ensure we are at the forefront of our industry.

Qualified & Nationwide

Wherever life leads you, we are close by. Our offices span the United States from coast to coast.

YEARS IN BUSINESS

EMPLOYEES

BILLION DOLLARS MANAGED

OFFICES NATIONWIDE

  • Arizona
  • California
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Nevada
  • New York
  • Texas
  • Washington

LIDO AUDIO

Lido’s Greg Kushner discusses optimal financial strategy.

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