Lutz Financial Named an Accounting Today 2022 Wealth Magnet
June 22, 2022
Lutz Financial was recently named one of Accounting Today’s 2022 Wealth Magnets: Top 150 Firms by Assets Under Management (AUM). Lutz Financial ranked #32 on the “$1 Billion-Plus Club” list with over $1.8 billion of AUM as of December 31st, 2021.
"We are honored to be recognized as a Top 150 Firm by Accounting Today. Helping our clients reach their personal and financial goals is our true measure of success, and we find genuine fulfillment in serving as their trusted advisors. This achievement would not be possible without the partnerships with our wonderful clients and diligent team's hard work," said Lutz Financial Investment Adviser and Managing Member, Jim Boulay.
We work to simplify complexities, help make critical business decisions, and confidently focus on the things that are truly important to you. We embrace your business as our own to spark the right solutions and help you thrive.