True Wave Financial Planners, formerly called Lucas Group Financial Planners, Inc., is a boutique, fiduciary-focused and fee-only financial advisory firm with over 35 years of experience helping clients build, preserve, and grow their financial futures. We specialize in delivering clear, straightforward investment and tax-planning strategies tailored to each individual’s life goals, whether you’re working toward financial independence, protecting your family’s future, or planning for a secure retirement.

Our team is composed of Certified Financial Planner professionals and highly qualified planning staff dedicated to providing transparent, goal-oriented, and values-based advice you can trust. At True Wave Financial Planners, we believe in combining disciplined investing with thoughtful tax planning, giving our clients a holistic and long-term approach to wealth management.

We strive to offer more than just financial guidance — we aim to be lifelong partners in achieving your aspirations. Reach out to learn how we can help you turn your financial goals into lasting reality.

Investment advisory services offered through Lucas Group Financial Planners, Inc., a Registered Investment Advisor.

True Wave Financial Planners

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True Wave Financial Planners

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