You make good money.
Let's build it into wealth.
I work with people in their 30s, 40s, and 50s who are earning more than they ever have, whose careers took off faster than their financial plans did. I can help you sort through the mess of 401(k)s, IRAs, HSAs, 529s, and more. Together, we can build a strategy to build your wealth through retirement, whenever that may be.
I'm an independent CFA charterholder and a fiduciary, serving clients in Charleston and nationwide.
Investment philosophy
An investment philosophy grounded in the fundamentals
Well-diversified portfolios
Tailored to your needs and risk preferences.
Tax-advantaged accounts
Maximizing tax-advantaged investment accounts.
Minimized costs and fees
I strongly believe in transparent, low fees.
Lifetime financial planning
Comprehensive planning, from Traditional and Roth IRAs to Required Minimum Distributions.
Assets under management, per year
I strongly believe in transparent, low fees. At Luther Wealth, I am compensated through an Assets Under Management (AUM) fee of 0.65%, invoiced monthly and withdrawn automatically. Trading commissions through my custodian brokerage are covered for my clients.
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Contact Me / Ask Me a Question
I'd love to hear from you! If you're interested in investing with Luther Wealth, or if you'd just like to learn more about my practice, let's talk! Don't worry if you're not sure whether your situation is a good fit for what I do; we can figure that out and I'd love to talk to you! I also teach twice-yearly personal finance seminars at the College of Charleston; my practice is the one-on-one version.
Feel free to contact me at justinluther@lutherwealth.com or book some time on my calendar for an introductory phone or Zoom call.
