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.
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.
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.

Raphael Martorello
Managing Partner & Founder

Nick Pirnack, CEPA®
Partner & Senior Advisor

Stephanie Schlemeyer
Partner & Public Portfolio Manager

Sam Redman
Director of Alternative Assets

Matt Woolbright
Lead Private Client Advisor

Amanda Cohen
CCO, HR Manager, Operations Manager

Brian McAuliffe
Investment Analyst

Ashley Colburn
Client Service Manager

Lori Hayutin
Marketing Coordinator
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.