Lucas Adam Financial LLC is a holistic financial planning, wealth management firm. We are a new firm, but we have extensive experience. We address a broad array of financial opportunities and concerns - - including securities, insurance, retirement plan design and alternative strategies / investments. I'm looking to explore further an opportunity to acquire a practice today, or overtime, including a possible merger. I'm in no rush . . . I want to do this the right way.
We primarily focus on business owners and medical professionals. Lucas Adam Financial, is a family run practice. I have 20 years in financial planning and sales management experience. I named my firm after my two sons, Lucas who today is 12 years old, and Adam, who is 6 years old. I believe in doing the right thing, every time, with every client, under every situation.
Most of our clients are referred by a small network of CPA's. We are very motivated; and financially ready to take action!