Our Advantage
Our advantage is our partnership. Partners and co-owners William and Howard Louie have a combined
45 years of financial industry experience. Operating as a family unit, we are able to share a mutual respect and
clear understanding of family values and goals, while still utilizing our own unique and complimentary skill sets
to create an environment where our clients feel at home.
Our Approach
Sound advice requires active listening, so we ask thoughtful questions to learn what’s most important to you.
What kind of person are you - what makes you, you?
What matters to you - what are your interests/concerns?
Who matters to you? What would you like your future to look like?
What kind of legacy would you like to leave behind?”
Louie Financial Advisory Group believes in an integrated team approach to effectively help our clients protect and grow their wealth in the fast-moving markets of today. As an experienced practice, we have acquired deep, nurturing relationships with top tier companies and their executives whose breadth of investment expertise is second to none.
This essential approach, combined with our process-driven methodology
to understand our clients’ needs and concerns,
allows us to provide our clients with clarity and financial peace of mind.
Reach new heights, become a member of our family!
What Our Client Is Saying
“I met William Louie twenty years ago when he was introduced to me as a financial advisor, a role that he has fulfilled for me ever since. Until I met William I had found it difficult to obtain reliable and unbiased advice regarding financial planning; sometimes advice proffered seemed to be inconsistent and rather short sighted.
William’s approach to investing has emphasized long term planning and has avoided unnecessary risk taking. His strategy has yielded very satisfactory results, especially considering turbulence of the financial markets during these years.
I find his advice to be well considered and he always has my best interest in mind. This has led me to trust his judgment in all financial matters and I am most satisfied with the service that he has provided. I have recommended William to friends who have been looking for a financial advisor and have no hesitation in continuing to do so as I believe that he is the most trustworthy of individuals.”
