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Luke is a Certified Public Accountant, Certified Financial Planner™ and Wealth Advisor with Lucas Group Financial...
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.
Our priority is helping clients meet all of their goals – no matter what the environment. 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. We look beyond investing and strive to offer it all—experience, guidance and personal service as we build personalized, meaningful relationships with clients.
We make decisions on established academic research, not the latest media speculation. We believe letting decades of unbiased, peer-reviewed financial research guide our recommendations is the best way to invest. We also believe in helping those we advise understand the evidence behind our investment process to help them feel more confident in the decisions we make to best achieve their goals.
We're 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. For those who are seeking advice but not investment management, we also offer fee-only financial planning.