"Beginning the moment I was introduced to Whit and his talented team over 10 years ago, they have always centered the paramount interest of my family’s well-being and goals into every interaction. I trust 100% of our family’s assets into their care with full confidence there is an entire team committed to our mutual success!"
- Nelson Powell, Client, Commercial Banker
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.
After years of collaboration and informal working relationships, Jimbo, Whit & Charles merged their three respective teams to form Luca Partners. With over 150 years of combined financial services and investment experience, Luca was formed to help fulfill the mission of bringing order to the chaos that surrounds a family’s financial planning. By merging practices, Luca Partners has been able to create an enduring firm that is driven by integrity, dedication, and excellence, to provide comprehensive, strategic, and inter-generational planning to families and businesses.
Jimbo Huckabee CFP®, ChFC®, CLU®
Partner and Private Wealth Advisor
Whit Newton CFP®
Partner and Private Wealth Advisor
Charles D. Irvin CFP®, RICP®, ChFC®, CLU®, WMCP®
Partner and Private Wealth Advisor
Andrew P. Bernstein J.D., CFP®, CPWA®
Partner and Private Wealth Advisor
William N. Jova II
Director of Investment Management and Private Wealth Advisor
Business Development
Financial Planning and Investments
Client Service and Operations
