Built on TransparencyTransparency
We've built a culture centered on transparency, collaboration, and putting clients and their advisors first.
Meet Our TeamMeet Our Team
Experienced professionals committed to delivering exceptional results for our clients and partners.
Executive TeamExecutive Team
Kathy Treanor
Executive Assistant
Business DevelopmentBusiness Development
Braxton Smart
Marketing and Growth Operations, Business DevelopmentLinkedIn profile for Braxton Smart
Software EngineeringSoftware Engineering
"We’ve built a culture centered on collaboration, working hand-in-hand with clients’ CPAs, wealth advisors, and family offices. Transparency isn’t just a value, it’s how we operate every day."
A Different Kind of Financial PartnerFinancial Partner
Lux Financial was founded on a simple belief: high net worth individuals deserve better options when it comes to managing their tax liability.
We help our clients offset tax equity by investing into energy programs, creating passive wealth while contributing to the future of energy infrastructure. Our approach is built on collaboration, working hand-in-hand with clients’ CPAs, wealth advisors, and family offices to deliver results.
What Drives UsWhat Drives Us
Transparency
Full visibility into every investment, every return, and every decision. We believe trust is built through openness, not complexity.
Collaboration
We work alongside your existing advisors, never in competition. Our role is to enhance your financial strategy, not replace it.
Client First
Every decision we make starts with one question: does this serve our clients' best interest? That principle guides everything we do.
Ready to Get Started?
Schedule a consultation with our team and discover how Lux Financial can help optimize your tax strategy.