We’re invested in your future at the beach.

Lokken Investment Group, LLC is an independent, wealth management firm in Lewes, Delaware, dedicated to ensuring that our clients enjoy retirement at the beach with peace of mind and financial confidence.

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. That means 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.

our investment management approach is fee-ONLY and conflict-free.

Because we operate under a fee-only model — and offer no proprietary products — 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.

Many of our clients are already retired and enjoying the benefits of prudent investing and saving.

Your retirement deserves individualized attention from an experienced financial advisor. Contact us to set up a complimentary, no-obligation consultation.