Luke is a Certified Public Accountant and Wealth Advisor with Lucas Group Financial Advisors. He also is an Executive...
Welcome to Lucas Group Financial
BTL Capital Management and Beggin Tipp Lamm CPAs have now become Lucas Group CPAs and Lucas Group Financial Advisors. Despite the new name, look and feel, we will continue to serve you with the same great people dedicated to giving our clients the same exceptional service.
Why Lucas Group
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.
This means we are compensated for managing your assets, not for selling products. We do not receive any compensation from brokerage services, commissions or finders fees. We simply deliver objective, unbiased, evidence-based advice and truly do what best serves our clients.
Kate is a Certified Financial Planner™, Certified Divorce Financial Analyst®, and Wealth Advisor with Lucas Group...
For nearly five decades, Kent has developed extensive experience assisting individuals, families, owners of closely held...
Andrew is a Wealth Advisor with Lucas Group Financial Advisors and supervisor with Lucas Group CPAs.
He holds a...
Dick is a Certified Public Accountant and Executive Partner with Lucas Group Financial Advisors. He also is the managing...
Who are Lucas Group Financial Advisor Clients?
Are you one of the following?
Generations X and Y (born between the early 60s and late 90s) are in the accumulation phase of their lives. These are the years focused on earning and advancement.
As an individual or family with seasoned perspective, you know what you want out of life – during your career as well as onward into retirement.
Women and Wealth
Whether single, married, widowed or divorced; leading a career, a non-profit foundation, or a busy household, we help women take control of their personal wealth.
Inheritance or Financial Windfall Recipients
For those that receive a substantial inheritance or unexpected financial windfall, it can be a start to securing their financial future if it is handled with the care it deserves.
Employer Sponsored Retirement Plans
You want to empower your employees to invest successfully toward retirement, but you also want a plan you can manage efficiently and cost-effectively.
For a one-hour session to talk about your financial goals:
There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With...Read More