Omaha, Neb. Lutz Financial, an SEC Registered Investment Advisor and affiliate of Lutz, has announced that it recently surpassed the $1 billion threshold for assets under management.

“This is an exciting milestone in our firm’s history. This achievement demonstrates what can happen when a group of forward-thinking financial professionals focuses on the needs of their clients. We thank our wonderful clientele for allowing us to serve as their trusted financial advisor,” said Jim Boulay, Investment Advisor and Managing Member of Lutz Financial.

 

Lutz Financial serves more than 500 clients by providing wealth management, financial planning, and business retirement plan solutions. Acting as fiduciaries, Lutz Financial’s advisors serve their client’s ever-changing needs, personally, thoughtfully and practically.

 

Positioned for success, Lutz Financial looks forward to future growth and the expansion of client services. Learn more about Lutz Financial at https://www.lutz.us/services/lutzfinancial/.

 

About Lutz Financial

Lutz Financial is a SEC Registered Investment Advisor and an affiliate of Lutz, a leading Midwest business solutions firm. Lutz Financial utilizes a holistic approach by combining comprehensive financial planning and investment advisory services. While we believe that, in most instances, your financial future will be best served with a plan; our investment advisory services are also offered as a stand-alone service.

 

Lutz Financial specializes in advising an elite group of individuals, endowments, foundations and small to medium size business retirement plans. We offer professional financial counseling and investment management services for a fee.