• Services
  • Accounting
  • Consulting
  • Financial
  • M&A
  • Talent
  • Tech
  • Accounting Services
  • Consulting Services
  • Financial Services
  • M&A Services
  • Talent Services
  • Tech Services
Business Insights
Explore Topics

Get the latest news and insights on relevant topics that matter most to you.

Webinars & Events
Register Today

Register for an upcoming event or access our library of on-demand recordings.

Lutz Talk Business
Tune In

Subscribe today for entrepreneurially spirited episodes of witty commentary for young professionals.

Download Now

Take a deep dive into challenging business topics with these free educational resources. 

  • News & Insights
  • About

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

  • Contact

Log in to your relevant client portal to access your account, upload documents, or make a payment.

Financial Services

Lutz Financial

Lutz Financial Services

Connecting Money with Meaning

At Lutz Financial, our professionals understand that securing your financial future is a process, not a one-time event. 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.

Learn More
20221114_cc_8621 1
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. 

Learn More
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.

Learn More

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

Sign up to receive our weekly financial market update email.

Lutz Financial

News & Insights

Harvesting Tax Savings: How Retirement Plans Benefit Agribusinesses
Agricultural businesses often prioritize maximizing yield, maintaining or purchasing ...
Recent News
Lutz Financial adds Adriane Washburn to Grand Island Office
Lutz Financial, an SEC Registered Investment Advisor and an affiliate of Lutz, recently added ...
Market Commentary
A Key Advantage Small Investors Have Over Wall Street + 6.26.24
At its core, investing is the act of forgoing consumption today in exchange for increased ...
Market Commentary
What It Means To Be Diversified + 6.19.24
Diversification is a foundational principle of investing. It’s the recognition that the future ...
module-bg-desktop module-bg-mobile

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.