Strong Roots
-Our Founder's Journey-
Where it Began
Luke Lloyd is a nationally recognized Wealth Advisor, Investment Strategist, and outspoken advocate for capitalism, free markets, and small business. With deep family roots in Martins Ferry, Ohio, Luke’s upbringing instilled in him the values of hard work, determination, and entrepreneurship—qualities that continue to drive his success today.
Luke’s entrepreneurial journey began at the young age of 17 when he launched his first business, sparking a passion for finance, economics, and investing. While attending Muskingum University, he expanded his expertise by founding multiple businesses and serving as Student Body President on the Board of Trustees. His leadership and vision positioned him as a rising figure in the world of business and economics.
Recognizing the power of networking and firsthand experience, Luke moved to New York City for an opportunity with CNBC, where he worked alongside Wall Street traders and financial leaders. This invaluable experience led him to Cleveland, Ohio, where he joined Strategic Wealth Partners as a Wealth Advisor & Investment Strategist, helping high-net-worth clients navigate complex financial markets. Luke holds degrees in Mathematics, Economics, and Business Management from Muskingum University. When he’s not analyzing markets or sharing his expertise, you can find him traveling, playing the guitar, or enjoying America’s favorite pastime—baseball. He also appreciates the finer things in life, often unwinding with a glass of bourbon and a cigar in the company of friends.
After years of navigating the financial world—working alongside Wall Street’s top minds, advising high-net-worth clients, and sharing his insights on national media — Luke Lloyd knew it was time to take the next step. With a deep-rooted passion for capitalism, free markets, and small business, he set out to create something of his own: Lloyd Financial Group. Luke built Lloyd Financial Group on the foundation of independence, integrity, and innovation — principles that are often lost in traditional financial firms.
By leveraging his extensive knowledge in economics, investing, and wealth management, along with a vast network of industry leaders, he crafted a firm designed to provide clients with unbiased, strategic, and forward-thinking financial solutions. Having witnessed firsthand how large financial institutions often prioritize corporate interests over individual clients, Luke envisioned a different approach — one that prioritizes personalized service, tailored investment strategies, and a commitment to long-term financial success. Lloyd Financial Group was born out of this vision, offering clients a trusted partner who truly understands the complexities of the market and is dedicated to helping them build and protect their wealth.At its core, Lloyd Financial Group is more than just a wealth management firm — it’s a reflection of Luke’s values, expertise, and entrepreneurial spirit. It represents the culmination of his journey, from a young entrepreneur in Ohio to a nationally recognized financial expert. And as he continues to grow the firm, one thing remains constant: his unwavering commitment to helping clients succeed in an ever-changing financial landscape.
Join Our Mission:
At Lloyd Financial Group, we believe in strategic thinking, financial freedom, and putting clients first. Whether you’re looking to build wealth, protect your assets, or navigate the complexities of the market, we’re here to help. Connect with us today and let’s build a brighter financial future — together.
Strong Roots
-Our Founder's Journey-
Looking Forward, Let's Grow
Our Services
Investment Portfolio Management
Experience personalized wealth management and investment strategies tailored to your financial goals. Our team provides comprehensive insights to optimize your financial portfolio and maximize returns.
Tax Planning
We specialize in providing tailored solutions that help you minimize your tax burden while maximizing your savings. Let us guide you through the complexities of tax planning so you can focus on what matters most to you!
Financial Planning & Retirement Planning
Create a roadmap for your financial future with our expert financial planning services. We help you set achievable goals, plan for retirement, and secure your family's financial well-being.
By getting ahead of leadership transitions, you can unlock incredible wealth for yourself and your successors. This proactive strategy not only protects your business's legacy but also paves the way for growth and success.
Succession Planning for Small
Business
Risk Assessment
Identify and mitigate financial risks with our thorough risk assessment services. We analyze potential risks and offer strategic solutions to safeguard your assets and investments.
Risk Mitigation
We believe that peace of mind is priceless. That's why we specialize in crafting customized insurance strategies tailored to your unique needs. By analyzing your specific personal risks we create solutions that not only protect your assets but also empower you to live life with confidence.