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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.


Evidence-Based Investing

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.

Our Team

Wealth Advisor

Luke is a Certified Public Accountant, Certified Financial Planner™ and Wealth Advisor with Lucas Group Financial...

Wealth Advisor

Kate is a Certified Financial Planner™, Certified Divorce Financial Analyst®, and Wealth Advisor with Lucas Group...

Wealth Advisor

Andrew is a Certified Public Accountant and Wealth Advisor with Lucas Group Financial Advisors, and tax supervisor with...

Wealth Advisor

Todd holds a bachelor's degree in Finance and Business Administration from the Forbes School of Business at Ashford...

Firm Administrator

Aaron is the Firm Administrator of Lucas Group CPAs and Lucas Group Financial. He holds a Bachelor of Business...

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