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Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.

Financial Services

Lutz Financial


Connecting Money with Meaning

At Lutz Financial, our professionals understand that securing your financial future is a process, not a one-time product. The circumstances regarding your family, business, taxes, philanthropic interests, and goals are unique. Our advisors are equipped with the knowledge and solutions to help you get there.

Based in Nebraska, our midwestern values, relatability, and integrity set us apart. We offer financial planning and investment advisory services to individuals, endowments, and foundations. Additionally, we provide retirement plan services to small and medium-sized businesses.


Financial Planning
  • Financial Planning
  • Investment Advisory
  • Retirement Plan Services
Financial Planning

Lutz Financial will create and manage a comprehensive plan that addresses your immediate and long-term goals. With your priorities in mind, we’ll help with estate and contingency planning, retirement planning, succession planning, tax planning, and more.

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Investment Advisory

Our registered investment advisors stay well-informed on the current state of the market, industry knowledge, and best practices. We take the time to listen and develop an evidence-based plan that aligns with your values and capitalizes on your goals. 

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Retirement Plan Services

Our team understands that your employees’ financial future is no small matter. We offer practical, easy-to-operate options, including pooled employer plans, custom retirement plans, and small business retirement plans to fit your organization’s needs.

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The Lutz Financial Difference

You work hard to earn a living, and we refuse to leave your financial security to chance. Our financial consultations and plans provide a customized, comprehensive approach to meet you where you are and leave you feeling confident in your financial future. 

Financial Market Update

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Lutz Financial

News & Insights

Market Commentary
A Few Large Growth Stocks Have Driven the Market in 2023 + Market Update
Story of the Week A Few Large Growth Stocks Have Driven the Market in 2023 After an incredibly ...
May Retirement Plan Newsletter 2023
Is Your Retirement Plan "Catchy?" By offering — and encouraging — catch-up contributions, plan ...
Market Commentary
International Stock Outperformance Continues + Market Update + 5.16.23
Story of the Week International Stock Outperformance Continues In recent years, investors and ...
Market Commentary
Should Investors Be Concerned About the Debt Ceiling? + Market Update
Story of the Week Should Investors Be Concerned About The Debt Ceiling? Treasury Secretary ...
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Craft Your Ideal Financial Future

Your finances are in the right hands with our CERTIFIED FINANCIAL PLANNER™ professionals. We design our fee-based services to ensure financial decisions center around your values and unique goals.