Skip to main content

  •  Tel: (520) 733-1112
  •  email: hsladmin@hsl-assocs.com
  • AccountView

  • Home
  • About 
    • Our Team
    • Values & Principles
  • Our Services 
    • Investment Process
  • Resources 
    • Market Insight
    • Weekly Market Commentary
    • Weekly Economic Commentary
    • Bond Market Perspectives
  • Contact

Our Mission

your success is our only mission

Proactive Planning 

for a solid future

Our goal is to help you reach yours.

  Previous   Next

    You are here

  1. Home
  2. About

About

We were founded in 1980 as an independent investment/insurance management and financial planning firm specializing in helping clients and their families thoughtfully invest for their long-term financial goals. We offer comprehensive, objective advisory and investment services to families and individuals across the United States.

In a profession based on objective advice, true independence offers many choices intended to benefit you, the client. Your choice of an independent financial professional is the first step in getting objective recommendations and impartial guidance based directly on your needs and goals. Our guiding principle is to put our client’s interests first. The advice we give is entirely based on what we believe to be best for our clients. Many advisor and investment brokers are compensated by mutual fund or insurance companies, so it is difficult to know the motivations behind the investment advice given.

We are a fee-based investment management and financial planning firm located in Tucson, AZ and San Diego, CA. As a fee-based firm, we have a fiduciary duty to act and provide advice in your best interest.

We:

  • Have a full-time fiduciary responsibility to our advisory clients.
  • Provide financial planning and investment advice without an agenda or sales quota.
  • Are a private, locally-owned company. We are not owned by a brokerage, bank, or insurance company.
  • Are transparent and explicitly disclose all fees to the client.
  • Do not earn commissions by selling products. We don’t have sales quotas, production-linked titles, bonuses, or incentive trips for reaching a specific level of sales.

We are dedicated to providing our clients with excellent service at all times. We feel that building strong relationships between clients and their financial professionals is an integral part of developing a successful financial strategy.

 

About

  • Our Team
  • Values & Principles

Book a Complimentary Consultation

Tell a Friend

Tucson
190 W Magee Suite 182
Tucson, AZ 85704

San Diego
9879 Caminito Pelon
San Diego, CA 92131

  •  Tel: (520) 733-1112
  • hsladmin@hsl-assocs.com

sv.png

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Harry S. Lodge & Associates​ or LPL.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Harry S. Lodge & Associates, LLC are separate entities from LPL Financial.

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Harry S. Lodge & Associates, Private Advisor Group or LPL

© 2021 Harry S. Lodge & Associates. All rights reserved.

Website Design For Financial Services Professionals