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About Luke McCarty, CFP®, CRPC®
President / CEO
Luke McCarty is a Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC) dedicated to helping individuals and families make sound financial decisions. With a passion for empowering clients to achieve their financial goals, Luke specializes in providing comprehensive financial planning services encompassing tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance strategies.
Luke’s expertise is built on a solid educational foundation. He holds bachelor’s degrees in both accounting and finance from Missouri Southern State University, supplemented by coursework completed at University of Texas at Dallas and University of North Texas. His commitment to ongoing professional development ensures that he stays up-to-date with the latest industry trends and strategies, allowing him to provide tailored solutions that meet his clients’ unique needs.
With a genuine desire to help others, Luke takes a holistic approach to financial planning, understanding that each client’s circumstances are unique. By taking the time to listen and understand their goals, he develops personalized strategies that align with their long-term vision. His meticulous attention to detail and analytical mindset enable him to uncover opportunities for optimizing wealth, minimizing tax liabilities, and mitigating risks.
Beyond his professional endeavors, Luke finds joy in various activities outside the office including coaching youth sports. He cherishes quality time spent with his wife, Stacy, and their three children, Jack, Graham, and Nate.
Investment advisory services are offered through McCarty Wealth, LLC, a registered investment adviser offering advisory services in the State of Florida and other jurisdictions where registered or exempted. Insurance services offered through McCarty Wealth Insurance Services, LLC. McCarty Wealth, LLC and McCarty Wealth Insurance Services, LLC are affiliated entities. https://brokercheck.finra.org
