AWARDS AND RECOGNITION
CNBC Top 100 Fee-Only Wealth Management Firm
Lutz Financial has been named to CNBC’s list of Top 100 Fee-Only Wealth Management Firms. This is the second consecutive year that Lutz Financial has been recognized with this distinction.
“It is an honor to be recognized as a Top Fee-Only Wealth Management Firm. This award reinforces that you do not have to look to a big city to find a quality advisor. We believe our Midwestern values result in better service for our clients and that is what sets us apart,” said Jim Boulay, Shareholder of Lutz Financial.
The CNBC Digital editorial team, along with Meridian-IQ, created the ranking methodology for its Top 100 Fee-Only Wealth Management Firms rankings. Scores for each measure were weighted according to a proprietary formula to arrive at a final total rank. Measures included: assets under management, having staff with professional designations such as a CFP or CFA, working with third-party professionals such as attorneys or CPAs, average account size, growth of assets, years in business, number of advisory clients, and providing advice on insurance solutions.
BEST PLACES TO WORK IN OMAHA®
Lutz was selected as one of the Best Places to Work in Omaha in 2015. The Best Places competition measures levels of employee satisfaction through an online survey. Lutz is a repeat winner of the Best Places to Work in Omaha award, having been a recipient in 5 of the last 7 years, along with being a ‘Sustained Excellence’ honoree in 2010.
LEA EDGE AWARD + INTERNAL TECHNOLOGY INNOVATION
Lutz is the proud recipient of LEA Global’s 2015 Internal Technology Innovation – Edge Award. The nomination was for LOCATOR, an internally-built software that allows for task management, time entry, evaluations and client relationship tracking. Each award area illustrates LEA’s core belief that continuing success is grounded in being accomplished in all areas of practice development and firm management.
LEA EDGE AWARD + CULTURAL AND HR INNOVATION
Lutz is the proud recipient of LEA Global’s 2014 Cultural Innovation – Edge Award. Each award area illustrates LEA’s core belief that continuing success is grounded in being accomplished in all areas of practice development and firm management. Each of LEA’s highly competitive awards is inspired by the cutting-edge innovations and best practices that differentiate LEA members from their competitors. Firms across the country and around the globe use LEA’s winning programs as models for their own programs.