A complete list of active advisors currently associated with John-Luke Financial, LLC

Warmer can help you find a great advisor at John-Luke Financial, LLC or one who fits your needs even better.

John‑Luke Financial, LLC is a registered investment adviser that provides asset management and financial planning to individuals (including high‑net‑worth clients), charitable organizations, and small businesses. The firm reports approximately $89.6 million in regulatory assets under management across about 280 client relationships and offers services with an emphasis on business and retirement planning, as well as insurance‑related financial services. The firm’s investment process is built around a custom “bucket” approach that starts with client needs, establishes required asset values and risk profiles, selects suitable products, and implements ongoing management with quarterly and annual reviews. John‑Luke Financial draws on resources such as Morningstar and financial publications, offers both discretionary and non‑discretionary management, and requires Charles Schwab as the custodian for managed accounts. A noteworthy feature disclosed in the brochure is the firm’s linkage to insurance activities: one or more representatives are licensed to sell recommended insurance products, may receive commissions and incentive awards, and devote roughly 15% of their time to insurance business, which the firm identifies as a potential conflict of interest. The firm also notes it does not sponsor wrap fee programs or charge performance‑based fees and that it maintains no account minimum, which may affect how clients implement the firm’s recommendations.

To learn more about the advisors currently working at John-Luke Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.