DeBoer Financial is a boutique financial services firm focused on providing investment management and financial planning services for individuals and families.
This is a company dedicated to using disciplined strategies born out of a deep expertise and a view towards the long-game, utilizing world-class financial technology tools coupled with personalized analysis. The approach is typically centered on establishing personalized investment strategies with a mind towards tax efficiency and keeping costs low. In general terms, we help clients with all the money things they don’t know about, both in optimization as well as ensuring there aren’t any major mistakes made.
As a fee-only owner-operated company, you'll get a consistent experience working with Luke DeBoer as your Financial Adviser, without the routine change in advisors that come from working with one of the big national companies and none of the conflicted product sales pitches that come from many other advisors in the industry. Rather, clients of DeBoer Financial receive objective and holistic consultation and advice, on topics ranging from which benefits to choose at work to when you should consider a Roth conversion, and everything in-between.
Education & Experience
Luke has over 10 years of industry experience guiding individuals and families in multiple facets of financial planning, including investing, insurance, & employer benefits consulting. Additionally, Luke is a CERTIFIED FINANCIAL PLANNING™ professional, a Certified Benefits Professional, and holds an MBA with a concentration in Tax from the Carlson School of Management at the University of Minnesota.
Luke is married to Gina DeBoer and they have 5 children (Isabella, Veda, Judah, Lucia, Amelia), ages ranging from 0-9. They are members of Westwood Community Church, where Luke volunteers as a facilitator of Dave Ramsey's Financial Peace University. Luke is a native Minnesotan, having grown up in the Elk River area.