Lutz Financial (www.lutz.us) was recently named one of Accounting Today’s 2022 Wealth Magnets: Top 150 Firms by Assets Under Management (AUM). Lutz Financial ranked #32 on the “$1 Billion-Plus Club” list with over $1.8 billion of AUM as of December 31, 2021.
“We are honored to be recognized as a Top 150 Firm by Accounting Today,” said Lutz Financial Investment Adviser and Managing Member Jim Boulay. “Helping our clients reach their personal and financial goals is our true measure of success, and we find genuine fulfillment in serving as their trusted advisors. This achievement would not be possible without the partnerships with our wonderful clients and diligent team’s hard work.”
The sixteenth annual report ranks the top CPA financial planners by assets under management. For more information on Accounting Today’s 2022 Wealth Magnets: Top 150 Firms by Assets Under Management, visit arizent.brightspotcdn.com/ea/69/74763bcc4f3ab6691127f1f84667/top-firms-by-aum.pdf. The selection for this award was not based upon compensation received or paid.
Lutz is the business solutions firm for people seeking a partner to help energize and heighten financial and organizational success. Born and raised in Nebraska, their experienced team simplifies complexities and provides accounting, wealth management, recruiting, M&A, and technology services. They embrace your business as their own to spark the right solutions and help you thrive. Learn more at www.lutz.us.