Todd Lucius
Todd Lucius is a highly qualified financial advisor based in Miamisburg, OH, offering a range of services to individuals and small business owners. With a diverse set of certifications including AAMS, ADPA, AEP, AIF, APMA, AWMA, BFA, CAP, CAS, CASL, CDFA, CEP, CFA, and CFP, Todd is well-equipped to provide expert advice on asset management, estate planning, retirement planning, and investment strategies.
With a strong focus on client needs and a commitment to ethical practices, Todd Lucius is dedicated to helping clients achieve their financial goals and priorities. His extensive knowledge and experience in the field make him a trusted advisor for individuals seeking comprehensive financial planning and guidance.
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