A complete list of active advisors currently associated with Lutz Financial
Warmer can help you find a great advisor at Lutz Financial or one who fits your needs even better.
Lutz Financial serves individuals (including high-net-worth clients), retirement plans, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and digital asset-management through an Automated Investment Program. The firm manages approximately $3.19 billion in client assets across 14 advisors and supports both standalone financial planning engagements and implementation recommendations to outside professionals. Investment strategies emphasize diversified use of mutual funds, ETFs, and individual bonds, with ongoing monitoring and rebalancing tailored to client objectives; the firm specifically uses Dimensional Fund Advisors (DFA) funds and offers a digital program held at Altruist for clients seeking an automated solution. Lutz Financial also provides ERISA-related retirement plan services, including discretionary 3(38) investment management for pooled qualified plans and 3(21) advisory services for other plans, and uses reporting and technology tools (including Orion and approved AI workflows) as part of its service delivery. Distinctive features include an ownership and referral relationship with a regional certified public accounting firm (via a majority owner structure), which creates an integrated accounting-advisory affiliation and potential referral flow, and the firm’s relative rarity among peers in offering fiduciary portfolio management for pooled retirement vehicles — services that fewer multi-team firms provide. The firm’s use of DFA funds (which require advisor approval for continued access) and its combination of traditional advisor-led and automated offerings are additional operational characteristics that may affect implementation and portability for clients.
To learn more about the advisors currently working at Lutz 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.
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