OUR VALUES

Michael J. Lucia & Associates is built on trust, the type of trust that can only be developed through sincere relationships established over time between people with similarly aligned goals. We believe in building our business from within, based on favorable introductions made by our current clients. Therefore, we strive to earn the trust of our clients not only from a business standpoint, but from the sincere desire to build a network of highly satisfied clients.

Michael J. Lucia & Associates believes in maintaining the highest level of integrity at all times and within all relationships. We demonstrate this high level of integrity by interacting respectfully with clients, by providing honest, easily understood advice with a high mark of professionalism, and integrating our advice with our clients’ current advisors, attorneys, and CPAs.

Michael J. Lucia & Associates strives to promote the importance of continued education in the financial planning field. Our managing principal Michael J. Lucia is a student of the financial planning industry having achieved the coveted Certified Financial Planner® and Chartered Financial Consultant® designations. We believe that financial planning advice and commentary should be easy for individuals to understand and apply to their unique situations. Therefore we believe in establishing a partnership of education, sharing our knowledge to help clients make informed decision with confidence and security.

Michael J. Lucia & Associates holds its’ client relationships on the highest pedestal. Therefore, professional, timely service is the hallmark of our operation. We believe that our positive attitudes coupled with our sense of urgency and keen understanding of account management make us the premier financial advisory firm in the area of client service.