Lutz Financial Named an Accounting Today 2023 Wealth Magnet

Lutz Financial was recently named one of Accounting Today’s 2023 Wealth Magnets: Top 150 Firms by Assets Under Management (AUM). Lutz Financial went from #32 in 2022 to #30 in 2023 on the “$1 Billion-Plus Club” list with over $1.7 billion of AUM.

"At Lutz Financial, our ultimate goal is to help our clients achieve their personal and financial objectives, and we take great pride in serving as their trusted advisors," said Jim Boulay, Investment Adviser and Managing Member. "This accomplishment would not have been possible without the dedication of our hardworking team and the valuable partnerships we've built with our amazing clients."

This annual report ranks the top CPA financial planners by assets under management. For more information on Accounting Today’s 2023 Wealth Magnets: Top 150 Firms by Assets Under Management, visit https://www.accountingtoday.com/list/the-2023-billion-dollar-wealth-magnets. The selection for this award was not based upon compensation received or paid.

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