Luther Forest Wealth Advisors, L.L.C.

Luther Forest Wealth Advisors, LLC is a wealth advisory firm that provides investment consulting, discretionary portfolio management, and financial planning for individuals (including high-net-worth clients), trusts, retirement plans, corporations and charitable organizations. As of year-end 2025 the firm reported managing roughly $97.3 million in discretionary assets across about 214 client relationships and also offers non-investment planning services on a standalone basis.

The firm constructs diversified portfolios using mutual funds, exchange-traded funds, and individual stocks and bonds and employs a mix of fundamental, technical and cyclical analysis when making investment decisions; it may maintain cash positions for defensive purposes and allows clients to impose investment restrictions. Luther Forest also advises on retirement-plan rollovers (noting the economic incentive associated with moving plan assets into IRAs it manages) and may execute margin transactions in certain accounts.

Noteworthy aspects of the firm include its origins in and ongoing relationship with a local accounting firm, and its occasional provision of tax planning and tax return preparation services at no additional charge. The firm custodians client assets exclusively through a single broker‑dealer relationship and receives research and other soft‑dollar benefits in connection with that relationship; it also underwent a change in majority ownership in 2025 that the firm reports did not affect services.