We Are A Financial Planning First Firm

Wondering What It Means To Be A Planning First Firm?

We know that as a high earning mid-career professional with a lot going on, financial planning can feel overwhelming, taxing and downright difficult to think about! We are here to change that...and that starts by understanding EXACTLY what you can expect from day 1 of working together.

We believe that designing an objective, advice-driven financial plan based on your questions, priorities & future goals is the ONLY way to begin a true-fiduciary relationship. We NEED to help you honestly assess where you are now, determine where you want to be in the future and show you the strategies, tactics, and behaviors that it will take to bridge the gap.  

This initial financial planning process, which takes place over your first 3 months as a client, will provide you with a comprehensive look at your current financial health & will provide you with a forward looking financial roadmap and an actionable plan to get there. 

This plan will serve as the foundation for our ongoing relationship & allow us to ensure, ALWAYS, that we are working off of your family's financial vision. 

Planning First. Planning Always.

Your First 90 Days With Drucker Wealth

Here are the core planning areas that make up our Financial Life Plan®

Read Our Reviews

Kyle Fraser

3 months ago

I cannot recommend Drucker Wealth--as both a financial advisor, and a tax advisor/preparer--enough. Their financial and tax teams have been lifesavers for my wife and me over the past year and a half. We have both changed jobs multiple times, come into various sources of income, and are expecting our first child next month. Drucker Wealth's financial and tax wings have guided us throughout all of these significant and complicated life changes. Everyone on their team is incredibly responsive, and also super patient with us as well (I am not financially savvy and have asked many dumb questions throughout this time). All of this to say, you cannot go wrong with the DW team!

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Neal Groothuis

4 months ago

I've been working with Drucker for about seven years, and I'm quite pleased with their services. They're holistic in their approach, ensuring that we think not just about "put $X in Y for Z return", but appropriately protecting ourselves with insurance, providing for our child's education, and estate planning so we're prepared to pass on what we have no matter when that happens. Gideon is communicative and a constant reminder to make, refine, and stick to a plan. If you are lucky enough to have enough income that "build an emergency fund, fill out your 401(k), and open a Vanguard account" doesn't cover what you need for financial management, Drucker is the kind of people you should be talking to. And, conveniently, if you want to understand their philosophy before talking to them, Gideon has written several excellent books, which will give you a clear idea of what you can expect.

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Edward Fishkin

7 months ago

I've had the privilege of taking advantage of Drucker Wealth Management's services since the early 1980's. I truly feel Lance, Kitty and the team have always had my best interests in mind throughout good times and challenging ones. I trust their approach to wealth management and have always valued their advice and guidance. As my career advanced, peaked and eventually wound down to retirement, the Drucker team guided me to make investment decisions that made the most sense for my lifestyle. I recommend Drucker Wealth Management wholeheartedly and without reservation to anyone at any point in their career looking for a sensible approach to managing their personal finances.

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Arthur Blank

8 months ago

My wife and I have been clients of Drucker Wealth for years. They created a solid savings and retirement plan that have allowed us to take vacations and manage unanticipated illnesses and hospitalizations. We could not have done this without their guidance and support. Thank you Lance, Kitty and the Drucker Wealth team❤️

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Fred Myers

8 months ago

I have been with Kitty and Lance at Drucker Wealth Management for several years and they have been so incredibly helpful in figuring out how to plan and invest, and I enjoy my conversations and meetings with them. They are trusted friends and advisers and have given me real confidence in my financial transitions and plans. I am a fan.

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Marilyn Barth

8 months ago

We’ve worked with Drucker Wealth Management for over 20 years and have always felt confident in their guidance. They are trustworthy, knowledgeable, and take the time to explain things clearly. We truly value the long-term relationship and highly recommend them.

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Roy Barth

8 months ago

Lance Drucker and team are extremely knowledgeable, professional and responsive.

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Frank Slusark

8 months ago

My wife and I have been clients with Drucker Wealth for 25 years. Lance’s steady hand has guided us through the dot com bubble, the Great Recession, Covid pandemic and more. His strategy of investing in sound, dividend producing companies, and not chasing the latest craze, has proven invaluable. Stay the course, keep investing, don’t panic. He’s the voice of reason. Our retirement income is secure. He communicates weekly through his email “rants” and newsletter, and you can always reach him. I highly recommend his firm. Thanks Lance for always looking out for us.

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*Please note, the date displayed on each review corresponds to the date we uploaded it to our website, and we cannot modify the date shown on the original Google review itself. Some reviews featured on our website may have been submitted while Drucker Wealth was affiliated with a Broker-Dealer.

Why are we a "Planning First" firm?

Generally I won’t suggest investment options without performing a financial analysis. I mean, I’m just not good enough to provide credible advice without seeing the entire financial picture and understanding the overlapping and sometimes competing client goals. So I educate first, then I plan, and then if we come to an agreement, I will advise and provide investment services.
-Lance Drucker, CLU ChFC

Ready to take the first step toward planning for your financial future?

Schedule a "Right Fit" Call

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