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The Lubitz Financial Group

We are a nationally known Fee-Only Independent Registered Investment Advisory (RIA) firm dedicated to delivering personalized integrated Wealth Management services. We primarily serve the needs of High Net-Worth Individuals and Families, and also work with Pension Plans and Endowment Funds among others. We are fiduciaries to our clients. We are passionately dedicated to making a positive difference in client's financial lives now and in the future. We demonstrate this through our strong culture and passion for excellence as measured by the duration of both client relationships and staff. We focus on financial planning with every client and we are committed to our investment management process. We are a small firm inspiring large goals for our clients and ourselves and you will be a great fit to join the firm if you also believe in these core values : You are rooted in integrity; You always put the client's interest first; You elevate your professionalism with compassion; You are resourceful and creative in finding solutions; You set a high bar for yourself and for others; You believe positivity is contagious

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