LUTZ BUSINESS INSIGHTS
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.
3.22.23 | A CFO’s Guide to Board Meeting Participation | Recording
In this webinar, members of Board Business LLC and Lutz will discuss best practices for effective board meetings and board responsibilities
Further Developments in the Banking Industry + Financial Market Update + 3.21.23
The market’s attention remains focused squarely on the health of the banking system. We examine new developments from the last week and…
Accounting Today Names Lutz a 2023 Top 100 Firm and Regional Leader
Lutz has been named a 2023 Top 100 Firm by Accounting Today. This is the fifth consecutive year Lutz has been named in the Top 100…
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