A Fully Aligned Financial Strategy.
Investment management is just one piece of the puzzle. Our clients receive a coordinated, integrated planning experience—one that brings every facet of their financial life into focus. From cash flow and retirement income to tax strategy, estate planning, and risk management, we work alongside your CPAs, attorneys, and other trusted professionals to ensure every element is aligned with your long-term goals.
A Plan Custom-Tailored Around You.
Every client’s situation is unique—and so is the guidance we provide. We begin by listening carefully: to your goals, your concerns, your values, and your vision for the future. Then we design a strategy that fits your life. We don’t reach for a generic model. At Concierge, customized guidance means more than adjusting allocations—it means balancing what you have with what you need and want, so you can live with confidence, clarity, and purpose.
Advice That Helps You Understand, Not Just Act.
When you work with Concierge, you don’t just get told what to do—you get shown why it matters. Edick believes in giving people the kind of advice that lets them feel “in control” of their finances. That starts with listening carefully, explaining clearly, and making sure you understand what risks are in front of you and how to manage them.
Edick Lucas, CFP®, ChFC®
CERTIFIED FINANCIAL PLANNER™
Edick is an independent financial advisor and the President/Founder of Concierge Financial Planning Group. With over 25 years of industry expertise, Edick is passionate about the custom advice and solutions he provides to clients. His...
Financial Plan Design
These behind-the-scenes strategists help craft personalized plans tailored to your goals, so every recommendation reflects deep thought, not surface-level advice.
Advanced Planning
From legacy planning to advanced tax strategy, this team brings technical precision to your most complex financial decisions—ensuring you always feel confident moving forward.
Investment Management
Focused on disciplined, research-backed portfolio design, this team supports your strategy with sophisticated investment insights calibrated to your long-term success.