Tony R. Luckhardt
Financial Planner & Shareholder @Foster & Motley, Inc
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WORK HISTORY
Financial Planner & Shareholder @Foster & Motley, Inc
I’ve had the privilege of helping people organize their financial lives in order to achieve their life goals since I started in this industry in 1997. As a Certified Financial Planner (CFP®), I intrinsically believe our two most valuable resources in life are time and money. Wealth can provide the flexibility to spend time on things that truly matter in life — like family and friends.When it comes to planning for my clients, I want it to feel simple, even if there is a lot more going on behind the scenes. Creating peace of mind while pursuing purpose drives me in my career and life. My approach is always the same — do the legwork required to create clarity amongst complexity. It’s a mindset that I find those around me deeply value and are drawn to. For me, I’m drawn to the collegial, client-centered environment. All of that combined has helped me to be named to a national publication’s “Top 40 Under 40”, a list of the top 40 up-and-coming independent financial advisors under the age of 40, chosen as a member of the Leadership Northern Kentucky Class of 2012, and named a Kentucky Colonel in 2012.
EDUCATION
Xavier University
Master of Business Administration (MBA), Finance
Xavier University
Bachelor of Business Administration (BBA), Finance
College of Financial Planning
Certified Financial Planner (CFP)
ABOUT TONY R. LUCKHARDT
As a shareholder and financial planner at Foster & Motley, my mission is to understand…
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