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Lucas Hail (CFP®, MBA)

Lucas Hail focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

Luke graduated from University of Kentucky in 1993 and completed an MBA with empphasis in Finance and Marketing in 1994.  Luke served as a financial planner for Financial Architects, Inc. a financial planning firm in Somerset , Kentucky. At Financial Architects, Inc., he concentrated his practice in the areas of insurance and individual portfolio development. From 1996 through 2002, Luke worked with D. Scott Neal, Inc. a fee-only financial planning and investment management firm in Kentucky. In 2001, Luke earned the Certified Financial Planner (CFP®) designation and was named Vice President and shareholder of the corporation. Luke joined Foster & Motley, Inc. in 2002 and became a shareholder of the firm in 2006. He serves as a lead planner and is on the mutual fund selection committee

Additional Information

Luke has been quoted in the Wall Street Journal, The Street.com, BusinessWeek, MSN Money and the Lexington Herald Leader. He is a member of the National Association of Personal Financial Advisors (NAPFA), the Cincinnati Estate Planning Council and the Northern Kentucky Estate Planning Council.

NAPFA Start Date

August 24, 2004

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

7755 Montgomery Rd Ste 100 Cincinnati, OH 45236 Phone: (513) 561-6640 Ext: 14 Fax: (513) 272-7527
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