Wealth Advisor
Luke is a Certified Public Accountant, Certified Financial Planner™ and Wealth Advisor with Lucas Group Financial...
Ask us how goals-based planning can help you…
Why Lucas Group
We look beyond investing and strive to offer it all—experience, guidance and personal service as we build personalized financial plans and meaningful relationships with clients. We help our clients build wealth for the future, protect it for the next generation or plan a giving strategy for the causes that mean the most to them. Our recommendations stem from the plan we build together, and we specialize in tax planning as part of the financial plan - after all, it's not how much you have, it's how much you keep that matters.
Independent, Evidence-Based Investing
We are fully independent, not owned by any large firm telling us which products to sell. We're completely local and work for our clients, searching for the solutions that fit their personal needs. We believe letting decades of unbiased, peer-reviewed financial research guide our recommendations is the best way to invest, not following the latest media speculation.
Who We Serve
We specialize in creating broad-based financial plans for our clients. These plans take considerable time to create and maintain; for that reason, we have a $300,000 investment minimum. Alternatively, we also offer our planning services on a fee basis, for those who would prefer to pay for the financial plan or for hourly analysis. For more information on our planning process and to see a sample financial plan, click here.
