Lutz Financial Named an Accounting Today 2021 Wealth Magnet

Lutz Financial was recently named one of Accounting Today’s 2021 Wealth Magnets: Top 150 Firms by Assets Under Management (AUM). Lutz Financial ranked #37 on the “$1 Billion-Plus Club” list with over $1.4 billion of AUM as of December 31st, 2020.

“We are honored to be recognized nationally among a respected group of financial advisors. Though we have always had a growth mindset, our commitment to keeping client service at the core of everything we do has proven valuable and moved us to where we are today,” said Lutz Financial Investment Adviser and Managing Member, Jim Boulay.

The fifteenth annual report ranks the top CPA financial planners by assets under management. For more information on Accounting Today’s 2021 Wealth Magnets: Top 150 Firms by Assets Under Management, visit https://www.accountingtoday.com/report/the-top-firms-by-aum-sr.