Lucas Group Financial Advisors has been named a “Top Firm by AUM” by Accounting Today!
Thank you to our clients for your support!
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. No fee was paid for consideration of any ranking or award. A more thorough description of the award is available by clicking the following link.
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
We offer fee-based advisory services and financial planning. If, during the planning process, we feel that a commission-based product will help meet the client's goals, we will disclose that upon making the recommendation and let the client decide how they choose to engage us. Every decision we make is measured against how well it helps our clients achieve their goals.
