Lucas Wagner, CFP, is a passionate and experienced financial advisor dedicated to aligning your investments with your values. A graduate of Bowdoin College, Lucas specializes in Sustainable Investing, helping clients build portfolios that deliver strong returns while contributing to a more equitable and environmentally sound future. With a client-centered approach, Lucas works closely with individuals and families to develop comprehensive financial plans tailored to their unique goals. Lucas believes that financial success and social responsibility can go hand in hand. Outside of finance, Lucas enjoys exploring the Maine woods and is an expert at identifying wild mushrooms.
💡 Fun Fact: I am an expert at identifying wild mushrooms.
