Get in touch.

Email or call, or send a note below. We reply within one business day. If you'd rather talk it through, book a 30-minute intro call.

Book an intro call brian@luhmanwealthpartners.com (949) 353-5883
Send a note

Tell us what's going on.

Based in Irvine, California. Meeting with clients nationwide virtually.

Where and how
  • Based in Irvine, California. We meet with clients nationwide virtually, and in person across Orange County (Newport Beach, Corona del Mar, Irvine, Laguna Beach) and the rest of Southern California, from Los Angeles to San Diego.
  • Fee-only and a fiduciary, at all times.
  • No minimum. Planning is a flat fee at any asset level.
  • Nothing sensitive over email. Documents go through the secure vault once we're working together.