Luke TerHark

I’m a Financial Advisor and RICP® focused on helping individuals, families, and business owners make better decisions around their wealth, retirement income, and long-term financial strategy.

My practice centers on comprehensive planning, investment management, retirement plans, and helping clients navigate important financial decisions with more clarity and confidence. I also work with individuals who have equity compensation, including RSUs, concentrated stock positions, and NUA opportunities, helping them understand how those pieces fit into their broader plan. My goal is to keep advice practical, straightforward, and personal. Whether someone is building wealth, preparing for retirement, managing a business, or trying to make sense of a major financial transition, I want them to have a clear plan and someone they trust walking alongside them.