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

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

Webinars & Events
Events
Register Today

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

Market Updates
COMMENTARY
Stay Informed

Catch up on market moves with our weekly update, featuring in-depth insights and analysis.

Resources
EBOOKS & GUIDES
Download Now

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

  • News & Insights
  • Industries
Industries

We have dedicated industry groups to ensure our clients receive tailored advice and strategies to stay ahead of the curve.

  • About
About

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

  • Client Portalss

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

Wells, Austin_Color
  • Achiever, Learner, Competition, Adaptability, Relator

Austin Wells, CFP®

Retirement Plan Consultant & Investment Advisor

Austin Wells, Retirement Plan Consultant & Investment Advisor, began his career in 2014. His background as a financial advisor, combined with experience in investment guidance and tax strategies, allows him to help businesses strengthen their employee benefits offerings while planning for the future.
 
Specializing in retirement plan consulting, Austin partners with businesses to design, evaluate, and manage retirement plans that support employee financial well-being. From plan design and investment oversight to participant education and ongoing fiduciary guidance, he helps employers navigate the complexities of retirement benefits while creating programs that deliver long-term value.
 
At Lutz, Austin is known for his collaborative approach and commitment to understanding each client's unique goals. He naturally builds strong relationships, taking the time to listen, educate, and develop solutions that fit each organization's culture and objectives. Clients appreciate his practical guidance and genuine desire to help both employers and employees get the most value from their benefit plans.
 
Austin lives in Omaha, NE, with his wife Kelsey and their son Campbell. Outside the office, he can be found participating in sporting events, outdoor activities, golfing, and spending time at the park with his son.

Website Icons_General_Lightbulb
Areas of Focus
  • Retirement Plan Consulting
  • Investment Advisory Services
  • Comprehensive Financial Planning
  • Participant Education
  • Employee Development Lead
Website Icons_General_Check Mark
Affiliations & Credentials
  • CERTIFIED FINANCIAL PLANNER™
  • Nonqualified Plan Advisor, NQPA
Website Icons_General_Web Connections
Community Service
  • Lutz Gives Back, Volunteer
Website Icons_General_Business Building
Educational Background
  • BSBA, University of Nebraska, Omaha, NE
form-img

Contact
Austin Wells, CFP®