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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.
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 Event: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?
Recent Event: The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 03, 2025
Get Tax Information and Forms
Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
January Investment Perspectives
In this issue we look at what will shape the economy in 2025, revisit last year’s market themes, and discuss how history may hint at what’s ahead.
Tax-Smart Charitable Gifting Strategies
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.
Office Information