Lokken Investment Group, LLC

Local investment firm with extensive experience in retirement planning.

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 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.


Because we operate under a fee-based 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 no-obligation, complimentary consultation at 302-645-6650. 



  • Phone: 
    (302) 645-6650
    Business Address: 
    1413 Savannah Road
    Suite 4
    Lewes,  Delaware  19958