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Fabic/Lukas Wealth Management Group
Our Team
Fabic/Lukas Wealth Management Group is an experienced team led by Paul Lukas & Todd Fabic with over 45 years combined experience. The Fabic/Lukas team includes their Private Client Assistant Melinda Smith, operations manager Jill Frick as well as a host of other financial and estate planning specialists. Paul & Todd have worked closely with successful individuals and institutional clients in the Tri-State area to help them work towards their financial needs and goals. In their careers, they have endured three of the worst financial markets in history while helping their clients accumulate and grow their wealth as well as properly transition it to future generations. Collectively, their individual, non-profit, municipal, and corporate clients have entrusted over a quarter of a billion dollars to their team’s oversight. They are extremely proud of the many instances of client relationships spanning multiple generations. New clients of their practice typically have a half a million or more of investable assets. The majority of their clients employ comprehensive financial planning and engage them on a flat advisory fee for complete transparency. This professional investment advisory approach is critical to their mission, as they seek to deliver prudent and personalized investment and financial planning advice to each new generation of their clients.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.

Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.

College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.

Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.

Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.

Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*

Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 01, 2025

Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.

Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”

How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Office Information