Lutz financial named an accounting today 2022 wealth magnet

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.

The sixteenth annual report ranks the top CPA financial planners by assets under management. For more information on Accounting Today’s 2022 Wealth Magnets: Top 150 Firms by Assets Under Management, visit https://arizent.brightspotcdn.com/ea/69/74763bcc4f3ab6691127f1f84667/top-firms-by-aum.pdf. The selection for this award was not based upon compensation received or paid.