Mike Lomas, Co-Founder of The Financial Guys Helps Financial Advisors, Wealth Managers & Life Insurance Professionals to Grow their Book of Business


The Financial Guys(R) is an independent firm Managing 100s of Millions of Dollars of Client Assets. Achieving recognition for being in the Top 1% of planners in the US, Mike Lomas and his team share proven marketing strategies with financial planners to help them achieve growth.

“We have helped dozens of financial planners go from having zero dollars under management to millions of dollars under management within a very short time frame,” states Michael.

Testimonies About Michael Lomas Include:

“Mike Lomas has been and continues to be instrumental in helping me ramp up my 2-year young Independent Financial Planning business. With his one-on-one sharing of experience and guidance along with Peak Brokerage’s strong back-office support and advanced marketing, it is a true 3-pronged recipe for success.” Michael R. Shaver, CLU, CFP(R), Wealth Advisor, The Financial Guys, LLC.

“Mike has been instrumental in helping me grow my business. His ability to communicate the value that our firm provides to our audience is second to none, and he is truly invested in the success of every advisor he works with. He has helped provide me the platform to share my specific message and highlight the specialty planning services that differentiates us from the competition. Mike’s experience and expertise, in conjunction with the marketing freedom that Peak provides, has served as the catalyst to the success I have experienced with the firm.” Russell E. Gaiser III, MBA, Financial Advisor.

About The Financial Guys(R)

The Financial Guys(R) are an independent wealth management firm. They have recently relocated within Williamsville, an affluent suburb outside of Buffalo, New York and are opening a location in sunny South Florida. Their independence allows broad access to financial products and services that gives their clients the opportunity to consider almost all investment, insurance, and wealth management products available on the market. Their sole bias resides on the side of the client as they strive to bring appropriate solutions to their clients and their families.

The Financial Guys(R) specialize in wealth management for individuals, families, and businesses. Their unique process is goal based and comprehensive. The first no obligation appointment with the firm includes an introduction to who they are, how they operate, and how they are compensated.

About Mike Lomas

Mike Lomas is a Co-Owner and Co-Founder of The Financial Guys(R) and a Division Manager with Peak Brokerage Services, LLC in Williamsville, NY, with branch offices in Rochester NY, Buffalo NY, Nunda, NY, and Jupiter FL.

Mike is President of Independent Solutions Wealth Management LLC, an Investment Advisory firm registered with the Securities and Exchange Commission, and Co-owner and board member of the RIA that advises the Neiman Funds, LLC.

In addition, Mike is the Co-Host and Co-Founder of the number one ranked business talk show in Western New York, “The Financial Guys(R),”on News Radio 930 WBEN. The show mixes politics with money and the show is known as a pillar in the local talk show community. In addition to co-hosting the radio show, Mr. Lomas is tapped by various news outlets to be interviewed regarding the financial and political markets for the local TV affiliates including ABC, NBC, and CBS.

According to Mike, “We use time tested principles such as asset allocation and professional money management to help achieve financial success for our clients.”

Mike is active in many professional, charitable, and social organizations that include the Roswell Park Cancer Institute, Children’s Hospital & the United Way.

[email protected]


Media Contact

Company Name
The Financial Guys(R)
Contact Name
Mike Lomas
(716) 633-1515
United States







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