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Financial Planning for Black & Underrepresented Professionals

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As leaders in wealth management, we are often tapped for our expertise by various media sources. You may have seen us in the following:

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WELCOME TO LUX.

LUX Wealth Planning redefines financial advisory services by focusing on the unique challenges faced by African Americans and other underrepresented professionals.

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The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

Financial Planning for Black & Underrepresented Professionals

At LUX, we offer bespoke guidance to help you achieve financial independence while addressing the cultural and emotional aspects of wealth creation. At LUX, we transform the pressures of success into opportunities for substantial and meaningful financial and personal growth.

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We're a financial advisory firm specializing in guiding underrepresented, high-achieving professionals—such as doctors, lawyers, and business owners—through the complexities of wealth management.

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We utilize Virtual Family Offices (VFO), a tech-driven approach that manages all aspects of wealth remotely, eliminating the need for physical office visits. Experience the pinnacle of personalized financial management. Download our "Bridge Builder" wealth assessment today to begin your journey toward financial security.

WE’RE AWARD WINNING

Matt Aaron has been recognized by Forbes as one of the best-in-state top financial security professionals in the country. The team at LUX is incredibly grateful for our amazing clients and partnership with Northwestern Mutual. This wouldn't have been possible without our extraordinary clients.

Forbes Best-In-State Top Financial Security Professionals 2024

Forbes Best-in-State Top Financial Security Professionals list (July 2024). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.