A complete list of active advisors currently associated with Lucre Advisory LLC

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

Lucre Advisory LLC serves individual clients, including both standard and high-net-worth individuals, by providing investment management and comprehensive financial planning. The firm operates as a fee-only, single-advisor registered investment adviser with a small client base and under $1 million in assets under management. The adviser typically manages discretionary portfolios built around a written investment policy and target asset allocation, using mutual funds, ETFs, individual securities and, where appropriate, outside managers. Its analytic approach combines modern portfolio theory with a mix of fundamental, technical, cyclical and charting analysis, and it can incorporate socially responsible (ESG) screens or custom value-based restrictions at a client’s request. Noteworthy aspects include the combination of both one-time project-based planning and ongoing planning engagements while operating at a very small scale (nine client relationships) and delegating implementation on some accounts to a third-party manager. The firm’s principal is a CFP® professional with prior experience founding a personal finance practice and working as a financial coach, and the firm operates on a fee-only basis without accepting third-party sales compensation or custodying client assets.

To learn more about the advisors currently working at Lucre Advisory 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.