Karen M. Lewis, CDFA®
Managing Director and Financial Advisor
With over 30 years of experience in financial services, Karen has cultivated a strong reputation for providing thoughtful and personalized financial advice and investment planning to individuals and families. Her compassionate approach and unwavering commitment to her clients empower them to achieve long-term financial confidence throughout all stages of life.
Karen began her career in 1992 and spent 33 years at Wells Fargo Advisors before joining The Lewis Financial Group in 2025. Leveraging a wealth of resources and expertise, she offers comprehensive planning solutions tailored to diverse goals, including retirement and education planning, wealth transfer, and legacy building.
As a Certified Divorce Financial Analyst® (CDFA®), Karen possesses specialized knowledge that equips her to assist clients navigating the financial intricacies of divorce. She provides clarity and support during what can be a challenging transition.
Her dedication to client service has not gone unnoticed; Karen has been recognized as a Five Star Wealth Manager for multiple years, including 2018, 2019, 2021, 2022, 2023, 2024, and 2025.
A longtime resident of Loudoun County, Virginia, Karen is deeply connected to her community. Outside of her professional life, she enjoys spending quality time with her husband, Andrew, and their children. Karen delights in traveling with family, exploring new destinations, and embracing experiences that foster closer connections.
Certified Divorce Financial Analyst
A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. The CDFA® designation was earned through the Institute for Divorce Financial Analysts (IDFA). The Institute for Divorce Financial Analysts is the authority on divorce planning theory and application in North America. IDFA will establish standards for certification of divorce financial analysts that are objective, reliable meet and current benchmarks for certifying bodies. The IDFA helps to ensure the financial health and welfare of the divorcing public through the certification of individual as Certified Divorce Financial Analysts.
- Establish certification standards for CDFA®
- Evaluate compliance with these standards;
- Monitor and enforce continued compliance
Continuing Education – To assure continuing competency in tax codes, legislative and other ongoing developments in the field of divorce financial planning, CDFA®’s must report 30 hours of divorce-related continuing education every two years. In order to maintain the credibility and integrity of the certification process, IDFA reserves the right to verify any information provided on renewal applications.
To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. Additional information on ranking methodology can be found at fivestarprofessional.com.