HEAR WHAT OUR CLIENTS ARE SAYING
At LUX Wealth Planning, not only is our team a cut above the rest, but so are our clients. We take pride in the work we do and the accomplishments we are able to empower our clients to achieve. Hear from our clients how working with LUX has impacted their personal and financial success.
Working with LUX has been a transformative experience for my financial management and long-term wealth planning. Despite the distance from Los Angeles, their exceptional personal touch and ability to provide valuable guidance virtually is why I continue to trust and recommend their services.
Working with LUX Wealth has brought confidence and simplicity to our mid-range and long-term financial planning. Matt has supported me and my financial planning for over seven years through some of my life's most critical financial moments (marriage/wedding, buying our first home, paying for childcare). Through each step, I've had confidence that we are handling those things in the smartest way while continuing to build upon the long-term goal. That kind of confidence is invaluable, and the outcome of making those decisions well has been wonderful!
Matt and his team have been crucial to my financial planning over the last few years. I cannot imagine navigating my financial strategy without Matt and his team. With their dedication, I have been able to pay off my student loans and car loans ahead of schedule. I have also been able to set up my savings and retirement accounts in a way that gives me peace at night. Thank you, Matt and team!
For years, I have felt comfortable trusting Matt and his team with my finances. I've received helpful guidance on financial decisions, and I've been able to outsource my investment needs completely. I'm incredibly grateful for Matt's insight and support. The results speak for themselves. 10/10!
Matt has been an excellent resource for me as I consider my wealth strategy and life. He understands when and where to probe, push, and problem-solve. I appreciate his holistic thinking, which includes giving me ideas as I grow my business. I cannot recommend the services of him and his team enough.
Working with Matt (and the entire LUX Wealth Planning team) has been a true delight! Their holistic approach to advising not only considers my financial aspirations but also considers how my financial roadmap contributes to my well-being in other areas of my life. No question is too simple or complex for their team to answer thoughtfully. I sincerely appreciate their responsiveness and making me feel that attaining my financial goals also matters to them. I'm happy I chose to work with the LUX Wealth Planning cohort.
I have had the pleasure of working with Matt for over seven years, and he has been instrumental in helping me set goals for my future and growing my financial literacy. Matt and all the LUX Wealth Planning Team members have been very attentive to my needs, and that is precisely what I am looking for in a financial advisory firm.
"Matt and the LUX Wealth Planning team…" I have started many sentences with this introductory clause because Matt and his team have truly been a "value add in my life. At the outset, they took time to understand who I am today and who I endeavor to be tomorrow. Through that lens, they then develop a tailored financial plan that will facilitate my financial growth and personal and professional development. I have also appreciated their quick and thorough responses to my financial inquiries and market changes over the past three years. I look forward to continuing to work with the team for years to come.
LUX Wealth Planning has helped me make real progress toward my financial goals over the more than seven years I have worked with the team, all while considering my current life stage and ultimate career and financial goals. The team takes time to explain and advise on complex financial tools, while also considering my personal preferences and reservations.
From day one, we have found Matt and his team responsive and attentive to our goals, providing trusted advice and helping us to establish a go-forward plan that appropriately and strategically puts us on a path of financial security. Matt pushes us to see beyond today and realize what we want for our future while respecting current realities and limitations. We have been with Matt for two years and have experienced financial growth and security. We feel assured that we are on the right track towards our short and long-term goals.
I’ve worked with Matt Aaron and the LUX Wealth team for the past ten years and am extremely satisfied. We met at a critical transition in my professional life as I was preparing to graduate from my anesthesiology residency program and embarking on my first job. The LUX team was at my side as I prepared for the purchase of my first home, the birth of my two children, my transition from being a partner at practice to starting my practice, building an investment and real estate portfolio, and managing my net worth and continuity planning of my estate for my kids. In short, as I’ve navigated life’s changes, they’ve matured with me and offered the proper guidance for that season of life. I recommend them without reservation.
We've been working with LUX Wealth Planning for over five years, and our future is brighter than ever as a result. Matt and his team always provide top-notch service and advice, and they have been by our side every step of the way, empowering us to create the life of our dreams. Thank you, LUX!
Matt is an energetic person having a positive influence on those with whom he interacts. His professionalism and knowledge of finance, investing strategies, and financial tools ensures there are no questions left unanswered in determining the right strategy for his clients. He is a real pleasure to deal with.
Matt Aaron and his team at LUX Wealth Planning are a client-focused group in which I have placed the utmost trust in handling my finances. They are thorough, understanding, professional, and knowledgeable and have assisted me in my financial planning journey for two years. Hiring a financial planner can be a daunting process. Still, Matt's group combined their expertise in the financial industry with a humanistic approach, which immediately quelled my concerns during our first meeting. Without reservation, I highly recommend LUX Wealth Planning to handle your financial planning needs.
Working with Matt has been a great experience. He has helped me organize my finances, save aggressively, and identify financial goals for the future that I do not think I would have realized without him.
Matt not only validate my financial moves, he also introduces me to new considerations. My financial plan isn't just about the numbers, it's about peace of mind.
As a newly married couple, we are combining finances, purchasing a home, planning for retirement, and saving for our family. The LUX team, with their long-term vision and holistic strategy, is helping us achieve our goals. We could not do it without their guidance, insights, and attention to the small details so we can focus on the big picture.
Working with Matt and the LUX Wealth Planning team for nearly five years has been a game-changer for us. Their insightful guidance and genuine care for clients have brought a sense of security and clarity to our financial journey. They are outstanding at providing practical financial advice tailored to their client's goals and preferences.
LUX Wealth has been transformational in assisting me in getting a handle on my finances and truly focusing on my retirement. Meeting the LUX Wealth team has turned my finances around.
I have been working with Matt since shortly after I started my professional career. He has been there every step of the way as I focused first on paying off student loans and then on working toward financial goals. From the beginning, he took the time to get to know me and understand my goals, which has allowed him to provide tailored and practical advice. I also appreciate that he is patient, and he gives me time and space to come around to big financial decisions in my own time. I have seen Matt’s practice grow alongside my own career, and I am grateful to him and his team for the work they do to make my financial life easier.
At the crux of my relationship with Matt is the trust that he has earned through our interactions – he educates me and seeks to understand my needs so he can better understand how to manage my resources and advocate on my and my family’s behalf. Because he is so thorough, I feel empowered to make decisions on my wealth planning.
Working with LUX Wealth Planning over the past six-plus years has transformed my understanding of personal finance. Over the years, the team has worked to understand my personal risk tolerance, fill in education gaps, and push me to take strategic risks while respecting my boundaries. I am grateful to the team for guiding me from red to black.
I’ve been a client of Matt Aaron’s since 2018. He’s guided me through multiple job transitions, extreme income changes, student debt, home purchases and sales, and so much more. There’s been nothing I’ve thrown at Matt that he and his team haven’t been equipped to handle. They’re responsive, thorough, and patient when explaining complex and daunting financial topics. I’ve appreciated their sage advice through some of the most complicated years of my life!
After working with other financial advisors who didn't seem to understand my unique values and future plans, Matt took the time to get to know me and tailor his approach accordingly. He always takes the time to explain options with clear and direct communication and empowers me to make thoughtful choices with my money.
Going from training to my first job, my income increased by seven times, and I had no budget or investment strategy. Working with Matt Aaron and his team at LUX Wealth Planning, we created a budget and a plan for the future. I have been able to pay off a relocation loan, have emergency funds available, and max out my retirement accounts with my employer. Matt and his team are always available, even with my hectic schedule, and are able to incorporate my priorities into my financial plans. I recommend LUX Wealth Planning without reservation.
I have been working with Matt for over five years, and I appreciate the personalized approach to my finances. He takes the time to explain the "why" of his recommendations to me.
Matt has been an excellent financial advisor to me for many years. He has helped me get control of my overspending habits without judgment and ensures that I have the proper financial foundation to enjoy life now and in the future.
It’s been a great experience working with Matt and the entire LUX Wealth team. When I first started working with Matt, I was new to investing beyond my 401k and extremely risk-averse. Matt helped me develop a comprehensive financial plan based on my current situation and future goals while balancing risk and reward effectively. The plan helped me to feel comfortable about my financial situation—not just now, but for years to come. From helping me understand and implement risk management to 529 plans, estate planning, IRAs, and a diversified portfolio, Matt and the team are very knowledgeable about all aspects of financial planning and always push me to keep my financial future at the top of my mind.
LUX Wealth has transformed our family's financial future with personalized strategies that truly work. Their expert guidance and commitment to our goals have given us complete confidence in our financial journey.
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.