Lutz Financial Celebrates 25 Years of Service

Lutz Financial is celebrating 25 years, marking a milestone that reflects a long-standing commitment to helping clients navigate the full scope of their financial lives.

Lutz was founded in 1980 as a tech-forward accounting practice and has grown into Nebraska’s largest locally owned business solutions firm. Lutz Financial, a SEC-registered investment advisor and an affiliate of Lutz, was established in 2001 as client needs evolved beyond traditional accounting and advisory services. The firm expanded its offerings to provide more coordinated support for the financial decisions faced by individuals, families, and business owners.

Today, Lutz Financial manages more than $3 billion in assets under management (as of December 31, 2025) and includes a team of 22 professionals. Lutz Financial has also been recognized by Accounting Today as a Top 150 firm by assets under management. ¹

“Over the past 25 years, what has mattered most to us is the relationships we’ve built,” said Jim Boulay, Managing Member and Investment Advisor at Lutz Financial. “Many of the families we work with today have trusted Lutz for decades across multiple areas of their financial lives. Being part of a firm that values collaboration and long-term relationships allows us to provide more thoughtful and coordinated guidance.”

Lutz Financial provides comprehensive financial planning and investment advisory services to individuals and families, while also supporting businesses through retirement plan services. Advisors frequently work alongside other Lutz professionals and clients’ broader advisory teams to deliver coordinated guidance.

“Our team has grown significantly, but the focus remains the same: helping clients make confident decisions about their financial future,” Boulay said. “We’re now seeing many of the families we’ve worked with for years begin to involve the next generation in financial conversations. With a growing team of advisors, we’re well positioned to guide that next generation for decades to come.”

This milestone reflects the growth of Lutz Financial and demonstrates Lutz’s continued commitment to building long-term relationships and helping clients connect money with meaning while planning for what matters most.

1. “2025 Wealth Magnets: Top 150 Firms by AUM” award published on 06.03.2025 by Accounting Today. AUM total for award submission calculated as of 12.31.24. No compensation was awarded, directly or indirectly, in connection with obtaining or using the award.

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