A complete list of active advisors currently associated with Lula Financial

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

Lula Financial provides financial planning and portfolio management to individual clients, including high-net-worth individuals, through one-time plans, hourly engagements, and ongoing planning and implementation. The firm’s planning topics include retirement, estate and tax-aware strategies, cash flow and debt management, and employee benefits optimization as part of comprehensive client plans. Investment implementation emphasizes passive management, using index mutual funds and ETFs to build diversified, low-turnover portfolios aimed at tax efficiency and broad asset-class exposure. The adviser generally operates on a non-discretionary basis—requiring client authorization for trades—and does not accept commissions or third-party sales compensation. What distinguishes the firm from many peers is its fee model: it offers fixed, hourly and subscription-style planning arrangements instead of a percentage-of-assets under management, a combination that is uncommon among independent advisers. The brochure also discloses atypical outside-business activities by the principal (including hospitality and retail sales), reflecting a small, independently run practice with limited outside affiliations.

To learn more about the advisors currently working at Lula Financial, 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.