A complete list of active advisors currently associated with Lucas Group Financial Advisors, LLC

Warmer can help you find a great advisor at Lucas Group Financial Advisors, LLC or one who fits your needs even better.

Lucas Group Financial Advisors provides discretionary and non‑discretionary investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, foundations and brokerage customers. The firm serves both non‑high‑net‑worth and high‑net‑worth clients and, like many team firms, generally charges percentage‑of‑assets fees and delivers portfolio management alongside standalone financial planning. The firm follows a long‑term Modern Portfolio Theory approach, favoring diversified, passive and evidence‑based mutual funds and ETFs (including use of Dimensional funds) and documented investment policy statements. LGFA uses model portfolios and engages third‑party sub‑advisers (Focus Partners/FPAS and SEI) for discretionary portfolio and fixed‑income management, with regular reviews and rebalancing tied to client goals. LGFA is notable for its uncommon industry relationships: it is affiliated with an accounting firm and coordinates referrals and tax‑preparation implementation with that affiliate, and in certain cases will directly arrange payment to the accounting affiliate on a client’s behalf. Several of the firm’s representatives are licensed to sell insurance and may receive commissions on insurance or annuity recommendations, an arrangement the brochure discloses as a potential conflict of interest.

To learn more about the advisors currently working at Lucas Group Financial Advisors, 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.