Empowering our clients to spend their lives living

Team photo

"We believe our investment advisors bring unparalleled knowledge and value with the insights they provide. We value our long-term relationship and feel extremely comfortable we are receiving personal attention to our investing needs. As our needs have changed, we have received sound advice and are confident the level of service and advice will be there in the future. We are thankful to have full trust in our team."

-Denise & Randy


Luca Partners is named after Luca Pacioli, who was an Italian mathematician in the 15th and 16th centuries. He is thought to be the first to write about the Rule of 72, a financial concept to estimate the number of years it could take an investment to grow and potentially double, based on certain criteria and fixed rates of return. Additionally, he is quoted as saying “Without order, there is chaos” which we believe captures the essence of the value we deliver.

Our Mission

At Luca Partners, our mission is to bring order to the chaos that surrounds a family’s financial planning. Through highly talented, experienced, yet youthful professionals, we deliver comprehensive financial planning and provide guidance for families to develop a written financial plan, as well as a process to review it and make decisions as life evolves. Our world class planning, asset management, and insurance strategies provide clarity for today and the future, thus empowering clients to spend their life living.

Meet Our Team