Investment Management
Multiple Disciplines. One Clear Focus.
Financial Planning
Investment Management
Trust & Estate Planning
Tax Consulting & Preparation
Maxine, 50
Executive. Investing $3M and managing a significant holding in company stock from vested RSUs.
Needs: Investment management, tax strategy, concentrated stock program.
Aidan, 38
Business Owner. Selling a business worth $50M and has a young family.
Needs: Exit planning, qualified small business stock (QSBS) optimization strategy, and trust and wealth transfer vehicles.
Helen, 62
Retiree. Funding philanthropy and her grandchildren’s college tuition, but worried about maintaining her lifestyle.
Needs: Financial planning, philanthropic planning, trust and estate advice
Wealth Management at the Speed of Life
For over 25 years, Lido Advisors has served entrepreneurs, executives, and families who demand solutions that keep pace with their complex, evolving needs.
Request an IntroMultiple Disciplines. One Clear Focus.
Your Financial Life is Unlike Anyone Else's.
Your financial life is unlike anyone else’s. Lido matches your circumstances to the right mix of fiduciary expertise to create a customized solution.
Lido One: Finally, a Team That Talks to Each Other
Lido One was built around a simple idea: your advisors should work as one team, not a collection of specialists who occasionally compare notes. Your financial life isn’t siloed. At Lido, neither are your advisors.
Recognized as a Top Firm
$42.5B
RAUM
40+
Offices Nationwide
25+
Years in Business
Lido Advisors was recognized in 2025 by Barron’s and Forbes across several industry rankings, including Barron’s Top 100 RIA Firms, Forbes America’s Top RIA Firms, and Forbes Best-In-State Wealth Advisors. These rankings evaluate registered investment advisors using criteria determined by each publisher and their research partners. Lido Advisors did not pay a fee to be considered for these rankings, though licensing fees may be paid after selection to use the award materials in marketing. View full disclosures.
Perspectives That Shape Smarter Strategies
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Meet Our Wealth Management Team
Lido attracts some of the country’s most accomplished wealth management professionals. They work together on your behalf, bringing the full breadth and depth of the firm’s expertise to every conversation.
Local Roots.
National Strength.
Lido’s presence in cities and communities across the U.S. gives our clients the best of both worlds: a regional firm’s connections, local knowledge, and neighborly service with a national firm’s access to opportunities, price leverage, and robust technology.
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Lido One is a single, integrated platform combining all of the outlined services, but not all the services are provided by Lido Advisors, LLC (“Lido”). Lido does not provide legal or tax advice or trustee services. Lido’s affiliates, including, but not limited to, Lido Tax, LLC (“L-Tax”), Enterprise Trust & Investment Company, Enterprise Trust Company (“Enterprise Trust”) and affiliated third-party legal professionals will, upon request, provide formal legal, tax, and/or trustee services for Lido’s client under separate agreement. Prospects and clients are urged to seek the advice of their own independent counsel or tax professional should such services be required.