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We Are

LUCAS GROUP FINANCIAL ADVISORS

An independent, fee-only wealth management firm specializing in helping financially established families, trust funds, retirement plans and non-profit organizations build, preserve and transfer wealth.

 

DISCIPLINED.  LOGICAL. TRANSPARENT

We help you focus on the things you can control, so you can ignore the things you can’t

 

FOCUSED ON OUR CLIENTS

Understanding our clients’ goals, values and their most meaningful dreams is the cornerstone of our practice

Welcome to Lucas Group Financial

BTL Capital Management and Beggin Tipp Lamm CPAs have now become Lucas Group CPAs and Lucas Group Financial Advisors.  Despite the new name, look and feel, we will continue to serve you with the same great people dedicated to giving our clients the same exceptional service.

 

Why LUCAS GROUP?

Our priority is helping clients meet all of their goals – no matter what the environment. We help our clients build wealth for the future, protect it for the next generation or plan a giving strategy for the causes that mean the most to them. We look beyond investing and strive to offer it all—experience, guidance and personal service as we build personalized, meaningful relationships with clients.

 

Evidence-Based Investing

We make decisions on established academic research, not the latest media speculation.  We believe letting decades of unbiased, peer-reviewed financial research guide our recommendations is the best way to invest. We also believe in helping those we advise understand the evidence behind our investment process to help them feel more confident in the decisions we make to best achieve their goals.

 

Independent

This means we are compensated for managing your assets, not for selling products. We do not receive any compensation from brokerage services, commissions or finders fees. We simply deliver objective, unbiased, evidence-based advice and truly do what best serves our clients.

Working Together - Design/Build/Protect

Our Team

Learn more about our amazing team of professionals.

Team members

Photo of team member

Luke is a Certified Public Accountant and Principal and Wealth Advisor with Lucas Group Financial Advisors.  He also is an Executive Partner...

Lucas A. Beggin, CPA, CFP

Principal and Wealth Advisor
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Dick is a Certified Public Accountant and Principal with Lucas Group Financial Advisors. He also is the managing partner with Lucas...

Richard Lamm, CPA

Principal and Wealth Advisor
Photo of team member

Adam is a Principal and Wealth Advisor with Lucas Group Financial Advisors.

He holds a Bachelor of Science degree in Finance from the...

Adam Talbert

Principal and Wealth Advisor
Photo of team member

Andrew is a Wealth Advisor with Lucas Group Financial Advisors and supervisor with Lucas Group CPAs.

He holds a Bachelor of...

Andrew Stewart

Wealth Advisor
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For nearly five decades, Kent has developed extensive experience assisting individuals, families, owners of closely held businesses, and...

H. Kent Heise, AEP®, CLU®, ChFC®

Wealth Advisor
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Kate holds a bachelor’s degree in Finance from the University of Wisconsin-Whitewater, graduating Summa Cum Laude in the class of 2014. She...

Kate Downing

Wealth Advisor
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Ciarra manages the support and service experience for everyone that has a business relationship with our firm. She has eight years of experience...

Ciarra Hill

Business Service Manager

Who Are LUCAS GROUP FINANCIAL ADVISORS Clients?

Are you one of the following?

  

Young Professionals

Generations X and Y (born between the early 60s and late 90s) are in the accumulation phase of their lives. These are the years focused on earning and advancement.

 

Busy Boomers

As an individual or family with seasoned perspective, you know what you want out of life – during your career as well as onward into retirement.

 

Women and Wealth

Whether single, married, widowed or divorced; leading a career, a non-profit foundation, or a busy household, we help women take control of their personal wealth.

 

 

Inheritance or Financial Windfall Recipients

For those that receive a substantial inheritance or unexpected financial windfall, it can be a start to securing their financial future if it is handled with the care it deserves.

 

Employer Sponsored Retirement Plans

You want to empower your employees to invest successfully toward retirement, but you also want a plan you can manage efficiently and cost-effectively.

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Freeport Office

524 West Stephenson Street, Suite 200
Freeport, IL 61032
Phone: 815.235.9610
Fax: 815.235.9650
Email: info@lucasgroupfinancial.com

Rockford Office

1415 East State Street, Suite 608
Rockford, IL 61104
Phone: 815.964.9955
Fax: 815.964.3601
Email: info@lucasgroupfinancial.com

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