Lucas Group Financial Advisors, LLC

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Lucas Group Financial Advisors Skip to main content menu Home About Lucas Group Our Team Our Planning Process Our Core Principles Our Investment Beliefs Frequently Asked Questions Join Our Team! Our Services Articles Contact Us Client Portal Lucas Group welcomes our new team members from Wallem Associates! Click here to learn more about our recent growth. Charting a course to your financial dreams. Through a collaborative process, we build a path toward your desired lifestyle. Our Planning Process Explore Our Services Ask us how goals-based planning can help you… Click here to learn about our financial planning process Why Lucas Group We look beyond investing and strive to offer it all—experience, guidance and personal service as we build personalized financial plans and meaningful relationships with clients. 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. Our recommendations stem from the plan we build together, and we specialize in tax planning as part of the financial plan - after all, it's not how much you have, it's how much you keep that matters. Independent, Evidence-Based Investing We are fully independent, 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. We believe letting decades of unbiased, peer-reviewed financial research guide our recommen

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