Why We Do What We Do
Accardi Financial Group was founded in 1990 with a singular vision: to achieve outstanding long-term investment results for our clients through personalized plans that reflect their financial needs, acceptable risk parameters, and investment time frame. And now, after more than 30 years, that still remains our focus and our mission.
It’s important to us that every single client we serve is provided with the value of independent advice, custom-tailored to their own unique needs and goals. We strive to do this in several different ways: by providing confidence in our advice through sound financial planning; by having access to great human talent both inside and outside the firm; by leading our clients with the utmost integrity; and by navigating simplicity around complexity through our “IDEAS.”
Our Value Proposition
We are Wealth Architects for executives, business owners, and young professionals – we design, develop, and coordinate long-term planning and investment strategies that aim to build wealth and provide our clients with a fulfilling retirement. We are independent and family-owned since 1990.
Why Choose Accardi Financial Group?
Above all else, our clients are always our first priority. We recognize that everyone’s financial situation is unique, and that generic, off-the-rack advice simply won’t do the job. This is why the comprehensive and integrated advice that we offer to every single client is the key towards reaching your financial goals. As an independent firm, we’re able to offer you objective and independent advice, with a team-based approach that allows us to rely on the specialized expertise of many different individuals who work with us. This access to great human talent, both internally and externally, is what sets us apart from so many other financial planning firms.
Ray Lucia Jr.
Chairman & CEO of Lucia Capital Group
Joseph P. Lucia
President of Lucia Capital Group
Rick Plum, CFP®
Chief Financial Planning Officer of Lucia Capital Group