Welcome to Lido Advisors, the Standard in Wealth Management.

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

  • LIDO ADVISORS NAMES GINA SANCHEZ CHIEF MARKET STRATEGIST

  • TRUSTS AND ESTATES PLANNING ATTORNEY JENNA GLASSOCK JOINS LIDO

  • Important COVID-19 Health & Safety Notice

    This notice is intended for employees and visitors of Lido’s Century City office only and pertains specifically to COVID-19-related health and safety procedures.

    Because our primary concern is protecting the health and safety of our employees and clients, all visitors to the Century City office of Lido Advisors are required to comply with the following public health and safety protocols including, but not limited to: wearing a face mask at all times during your visit, including in meetings, practicing six-foot social distancing principles, and using hand sanitizer upon entry. Together, we will maintain a safe and healthy environment. Thank you for your understanding and cooperation.

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 $6 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.

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

  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • MD
  • NV
  • NY
  • TX
  • WA

LIDO AUDIO

Lido’s Greg Kushner discusses optimal financial strategy.

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