EXPERIENCE THE LUTZ FINANCIAL DIFFERENCE

Lutz Financial is an SEC Registered Investment Advisor and an affiliate of Lutz, a leading Midwest CPA firm. Lutz Financial provides comprehensive financial planning and investment advisory services to a premier clientele. Let us help you craft a financial future that grows and flourishes into a secure legacy.

We offer investment advisory services to individuals, endowments, foundations and small to medium size business retirement plans. We take the time to understand your needs and provide personalized, ongoing attention that never feels cookie-cutter or rushed. Our fee-based financial counseling is specifically designed to ensure your financial decisions are not only based on sound financial principles, but also on your comfort level and goals.