Luhman Wealth Partners

Luhman Wealth Partners is a registered investment advisor founded in October 2025 and principally located in California. The firm primarily serves business owners, high-net-worth individuals, and families by offering comprehensive financial planning and investment management services. Luhman Wealth Partners operates on a fee-only basis, meaning they are compensated solely by clients and do not receive commissions or third-party product sales fees. The firm's investment management approach utilizes fundamental and technical analysis, modern portfolio theory, and asset allocation strategies, with options for socially responsible investing. Financial planning services cover a broad range of topics including business planning, cash flow management, college savings, employee benefits, estate planning, insurance analysis, retirement planning, risk management, and tax strategies. Clients can engage the firm for continuous ongoing financial planning, one-time project-based planning, or ongoing investment portfolio management.