IN THE MEDIA
As leaders in wealth management, we are often tapped for our expertise by various media sources. You may have seen us in the following:
WELCOME TO LUX.
LUX Wealth Planning redefines financial advisory services by focusing on the unique challenges faced by African Americans and other underrepresented professionals.
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.
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.
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.
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.
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.
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 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.