A complete list of active advisors currently associated with Luchini Financial LLC

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

Luchini Financial provides wealth management, investment management, financial planning, and stand‑alone tax preparation services to individuals, high‑net‑worth individuals, trusts, and estates. The firm acts as a fiduciary and offers both discretionary portfolio management and separate financial planning engagements. The advisor constructs customized, primarily long‑term portfolios using mutual funds, ETFs, and individual equities and employs both fundamental and technical analysis in security selection and allocation. It serves as an ERISA/IRA fiduciary on retirement accounts, highlights retirement income planning through the principal’s RICP® designation, and may use independent managers or cash positions to manage risk and tactical allocation needs. Notably, Luchini Financial offers separate tax‑preparation services to clients and non‑clients—an atypical service for a small independent advisory practice—and maintains insurance licensing for educational purposes while operating on a fee‑only basis and not accepting insurance commissions. The firm recommends an institutional custodian relationship with Altruist, manages client accounts on a discretionary basis, and generally targets wealth‑management relationships at $300,000 or more while retaining discretion to accept smaller engagements.

To learn more about the advisors currently working at Luchini 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.