WHO WE ARE
As an independent, wealth management firm in Lewes, Delaware, Lokken Investment Group, LLC is dedicated to serving our clients in Lewes, Rehoboth, and surrounding areas. We help our clients enjoy retirement at the beach with financial confidence and peace of mind.
Led by seasoned investment advisor Jonathan Lokken, CIMA®, Lokken Investment Group, LLC is 100 percent locally owned, with our clients serving as our main constituents. Our focus is on your financial security, your specific goals and your best interest as we develop an investment strategy and a portfolio that consider your every need.
Since we operate under a fee-only model, you receive objective and proactive financial advice. We appreciate your trust and honor it by providing ongoing monitoring of your investments, responding promptly to all questions and service issues, and delivering regular performance updates.
