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About Us

Our Passion-Driven Mission:

LotusGroup Advisors helps successful business owners, executives and retirees achieve financial security, empowering them to pursue their passions, deepen relationships, and leave a lasting legacy.

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Our Core Values

Professionalism

We are dedicated to consistently high standards, hard work, and continuous improvement. As a team, we prioritize skill, accountability, and respect, always striving for excellence.

Care

We listen attentively, understand your needs, and provide unwavering support. By fostering empathy and compassion, we build lasting relationships based on trust and care.

Commitment

With unwavering dedication and discipline, we work side by side with you in pursuit of exceptional results. Our commitment to excellence drives us to understand what is truly important to you.

A Letter From Our Managing Partner & Founder:

Hello friends,

When I founded LotusGroup Advisors in 2004, it was with a simple but powerful mission: to help people Make. Life. Count. This mission was born from a deeply personal place – a reflection on how important it is to use our one-time opportunity on this earth to create a life well-lived.

Over the past two decades, this mission has been the guiding light for everything we do at LotusGroup. It’s why we’ve built a team of passionate, skilled professionals who share our commitment to helping you build your financial security while taking care of the hundreds of little details. It’s also why we’ve combined time-tested investment strategies with leading financial tools to help you feel in control.

At our firm, we have the client—and only the client—in mind.

With a solid financial team and security in place, we encourage clients to pursue life’s endless dreams and adventures, with time being their only limited commodity. What have you been putting off that would enrich your life today? Why not get started now? What is holding you back? These are the questions we address on a daily basis, and the answers help to unlock potential and opportunity.

As I look back on the incredible partnerships we’ve built and the lives we’ve helped support and encourage, I’m filled with immense gratitude. Our ultimate reward is the privilege of participation in so many incredible client adventures.

I invite you to meet our team and to get started today. We are excited to hear your story and to further discover, support, and unlock your life’s potential.

Make. Life. Count.

Sincerely,

Raphael Martorello

Managing Partner & Founder

Our Team

Meet the individuals who bring our firm’s mission to life. Each team member is committed to providing exceptional service, building strong relationships, and achieving outstanding results for you . Click on their photo to learn more about how they contribute to your financial success.

Amanda Cohen

Amanda Cohen

CCO, HR Manager, Operations Manager

Ashley Colburn

Ashley Colburn

Senior Client Service Manager

Brian McAuliffe

Brian McAuliffe

Investment Analyst

Keaton Hamilton

Keaton Hamilton

Financial Advisor

Lori Hayutin

Lori Hayutin

Marketing Coordinator

Nick Pirnack

Nick Pirnack

Partner & Senior Advisor

Raphael Martorello

Raphael Martorello

Managing Partner & Founder

Sam Redman

Sam Redman

Financial Advisor, Director of Alternatives

Stephanie Schlemeyer

Stephanie Schlemeyer

Partner & Public Portfolio Manager

Xavier Lewis

Xavier Lewis

Financial Advisor

Reach Out<br/>

Reach Out

For driven achievers like you, time is the ultimate currency. At LotusGroup Advisors, we understand that you’re not looking for hand-holding – you’re seeking a powerhouse team that can match your pace and vision.

Click below to schedule a no-obligation discovery call. Let’s write your next success story.

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