About the Business
Medicus Wealth Planning is a fiduciary, fee-only financial advisory firm that specializes in providing comprehensive financial planning and investment management services to those who are nearing retirement. Our team of experienced professionals have obtained various designations such as CFP®, Enrolled Agent, Masters in Financial Planning, and CDFA®. We are committed to helping clients navigate the complexities of retirement planning.
If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.
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- Our founder David Luke, started his career in the financial services industry back in 1989 when he left a comfortable and secure job at GM to become a stock broker for AG Edwards. After years of serving clients in the commission model David was determined to find a better way to serve his clients without the conflict of interest that existed between selling the products of his brokerage firm and doing what was absolutely best for the client. In 2010, David took a leap of faith and left the brokerage world to join a fee-only firm where he knew he could serve his clients in a fiduciary role. Shortly after that, David partnered with Kevin Michels to form Medicus Wealth Planning. Medicus has strengthened their team by adding Jim Zeberlein and Dan Loose as advisors and a great support staff in Kaden and Celeste. Medicus Wealth Planning exists today to help its clients achieve their financial goals in a transparent setting, void of conflict of interests and hidden agendas.
- (801) 994-4777
- 12176 S 1000th E, Draper, UT 84020
- Visit Website
Opening Time
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Mon
9:00 AM - 5:00 PM
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Tue
9:00 AM - 5:00 PM
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Wed
9:00 AM - 5:00 PM
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Thu
9:00 AM - 5:00 PM
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Fri
9:00 AM - 5:00 PM
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Sat
Closed
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Sun
Closed