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Lutz Financial is a SEC Registered Investment Advisor and an affiliate of Lutz & Company P.C., a leading Midwest CPA firm. Lutz Financial utilizes a holistic approach by combining comprehensive financial planning and investment advisory services. While we believe that, in most instances, your financial future will be best served with a plan; our investment advisory services are also offered as a stand-alone service.
Our firm specializes in advising an elite group of individuals, endowments, foundations and small to medium size business retirement plans. To help ensure our advice is entirely objective, we do not sell any products or receive any sales commissions. We offer professional financial counseling and investment management services for a fee.
The only measure of our success is your success. As a result, changes are recommended only when we believe they are in your best interest. We recognize that fulfilling your goals today will determine how we are evaluated, retained, and recommended in the future.
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