Who Do We Serve?

Lucas Group Financial Advisors specialize in the following areas:

 

Business Owners

Business owners have spent a considerable part of their career building their business, investing both time and money. They need an advisor who understands their unique needs, both for their business and as it relates to their personal planning.

 

Retirement Transitions

Starting 5 to 10 years before retirement, individuals start to wonder: what is the right retirement date for me? How do I transition from earning and saving, to withdrawing and spending? How much will I have to live on once I quit working? We can help answer these questions, and act as a trusted advisor throughout retirement.

 

 

Divorce Analysis

During a divorce, our Certified Divorce Financial Analyst can work with the individual and their attorney to review the financial implications of any proposed settlement. We can also help the individual re-imagine their financial goals and plan for life post-separation.

 

Women and Wealth

Although women typically have similar financial goals to men, there are issues that affect their planning differently. Statistically, women earn less, are more likely to act as a caregiver at some point, but also live longer and need their savings to last longer. We can build a detailed financial plan to address these needs.

 

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.

 

Independent

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 and Wealth Advisor with Lucas Group Financial Advisors.  He also is an Executive...

Wealth Advisor

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

Wealth Advisor

Andrew is a Wealth Advisor with Lucas Group Financial Advisors and supervisor with Lucas Group CPAs.

He holds a...

Executive Partner

Dick is a Certified Public Accountant and Executive Partner with Lucas Group Financial Advisors. He also is the managing...

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