top of page

Join Our Team

  • Operations: Help streamline our processes and ensure efficiency.

  • Service: Deliver top-notch support to our clients and ensure their needs are met.

  • Business Development: Drive growth and forge new partnerships.

Be Part of Our Team

Our advisors are dedicated to supporting a growing business. We provide the operational and service support necessary for your success and the success of your clients.


Whether you’re considering succession planning, integration, or collaborative growth, we offer strategic partnerships designed to help you share and grow. We provide an off-boarding path tailored to your specific needs, ensuring a smooth transition and continued success.

Strategic Partnerships

Opportunities with Luken Investment Analytics

We hold ourselves to the highest standards. We're not just looking for anyone; we seek exceptional talent who share our vision and dedication to excellence. Our team is united by a shared vision to make a significant impact. We seek individuals who are not just looking for a job but are passionate about contributing to something bigger.

Our Values

Do Unto Others... we'd have them do unto us. We love helping you live the life you want.


We take ownership and create solutions.

Details Matter

We believe all the details matter.


Profressionals are committed, passionate, and focus on results. No one wants to work with amateurs.

What We Offer

  • Operational Support: We handle the back-office tasks so you can focus on advising and growing your business.

  • Growth Opportunities: With us, your career has room to grow. We invest in our people and provide opportunities for advancement.

  • Collaborative Environment: Join a team where your ideas are valued, and your contributions make a difference.

What We Do

We build and protect wealth on purpose so you can live the life you want. As your wealth team, we leave no stone unturned, working through a comprehensive checklist to address the matters that are important to you across the spectrum of financial categories including: investments, tax, estate, debt and cash flow, as well as risk aspects.

Our Approach

We use a market-tested, data-driven, repeatable process. Instead of recommending one thing to you and us doing something different, we invest alongside you, investing in the same investments.

bottom of page