Book a 30-minute intro call.

No pressure, nothing to prepare. You tell us what's going on, and we tell you how we work. We both find out whether it's a good fit.

Pick a time

The calendar loads right here on the live site. If it doesn't appear, email brian@luhmanwealthpartners.com and we'll reply within one business day with a few times.

A note from Brian

I know it's hard to do this on your own, and you don't know what you don't know. I believe everyone should have access to the best advice at a clear, transparent price.

I've been in this industry for more than ten years, and I care a lot about people ending up with the right advisor for them. We'd love for that to be us. If it isn't, I'll use my network to get you to the right place.

What to expect

1
Thirty minutes, virtually. Nothing to prepare.
2
You tell us what's going on. We ask a few questions and tell you whether we think it's a good fit.
3
If it is, you get a written quote for a one-time plan or ongoing planning, and the decision is yours. If it isn't, we'll point you to someone who is.

Good to know

Fee-only and a fiduciary. Paid only by you.
No minimum, and no obligation after the call.
Based in Irvine, California. Meeting with clients nationwide virtually, and in person across Orange County and Southern California.

Prefer email? brian@luhmanwealthpartners.com
Or call (949) 353-5883.