Lucas Salerno, CFP^®

Lucas Salerno is a private wealth advisor based in Fort Wayne, IN, dedicated to empowering clients through independent, comprehensive financial advice. With a coordinated approach, Lucas ensures every recommendation aligns with his clients’ best interests. As a third-generation small business owner, he’s driven by the belief that no one should face unintended financial consequences simply because they didn’t know the right questions to ask.

Lucas specializes in serving clients who value expertise, clarity, and time freedom.

• Delegators: They focus on what truly matters to them and delegate financial management to trusted professionals to thrive in every area of life.
• Mid to Late 50’s: They are starting to see retirement on the horizon and need a coordinated plan to prepare confidently.
• Investable Assets of $750k+ or Business Ownership: With larger assets, these clients understand the importance of aligning their entire financial picture with their goals.

Lucas graduated with distinction from Indiana-Purdue Fort Wayne as a student-athlete, earning a business degree from Indiana University. He was awarded the Scholastic Achievement Award in Finance, recognizing him as the top graduating finance student in his class. After graduation, he joined Lincoln Financial Group’s prestigious Leadership Preparation Program, which eventually led him to Chicago to work with one of Chicago’s top planning firms. Lucas is a Certified Financial Planner^® practitioner and holds FINRA Series 7 and 66 licenses as well as life and health insurance licenses.

When he’s not working with clients, Lucas enjoys spending time with his wife, Maria, and their two children, Archer and Giovanna. He’s also an avid Notre Dame football fan, enjoys attending games with family and friends, and stays active in recreational sports leagues.