Financial advisor in the
Canton of Lucerne

Ruoss Beratungen

Since 1993 · 1–10 empl.

Ruoss Beratungen provides fiduciary services and financial advice to individuals and SMEs. Its services include bookkeeping, financial statements, tax matters, company formation, debt collection and debt restructuring, as well as advice on insurance, investments and home financing.

D & F Consult AG

Since 1996 · 1–10 empl.

D & F Consult AG advises individuals and businesses on tax matters, wealth planning and retirement planning. It also provides comprehensive financial support for families as a family office and advises on mortgages and corporate, property and project financing.

WM Weibel Mueller AG

Since 1999 · 1–10 empl.

WM Weibel Mueller AG provides financial advice and planning for individuals and businesses. Its services include investment advice, real estate and mortgage guidance, fiduciary services, business formation and succession planning.

PensExpert AG

Since 2000 · 21–50 empl.

PensExpert AG advises companies and individuals on occupational pensions, retirement planning and tax matters. It develops individual pension solutions, including executive pension plans, vested benefits and Pillar 3a offerings.

JUAL Immobilien- und Finanzberatung, Bösch & Partner

Since 2003 · 1–10 empl.

The core activity of JUAL Immobilien- und Finanzberatung, Bösch & Partner is real estate brokerage, particularly in the cantons of Aargau and Lucerne, as well as the provision of financial and insurance services related to real estate. This includes the valuation of properties, the brokerage of purchase and rental agreements, the consulting of property owners and buyers, as well as support with financing and tax optimization.

Swissinvest Institut für angewandte Finanzmarktanalysen GmbH

Since 2005 · 1–10 empl.

Swissinvest Institut für angewandte Finanzmarktanalysen GmbH analyses financial markets and develops forecasting models and investment systems for equity markets. It provides market information and investment recommendations through a regular stock-market newsletter, as well as model portfolios, seminars and advisory services.

Frey Finanz Consulting AG

Since 2008 · 1–10 empl.

Frey Finanz Consulting AG is a financial consulting firm offering independent, holistic financial and retirement planning. Services include advice on wealth management, pension and retirement planning, insurance and health insurance, tax matters, real estate and corporate/SME issues.

ER Erwin Röösli Finanzberatung AG

Since 2010 · 1–10 empl.

ER Erwin Röösli Finanzberatung AG advises individuals, families and business owners with complex financial situations. Its independent services cover the overall structuring, management and development of wealth, taking into account investments, property, pensions, financing and personal or business obligations.

Strässle Schumacher AG

Since 2010 · 1–10 empl.

Strässle Schumacher AG specializes in independent asset advisory and strategic financial planning. It develops asset concepts and financial planning models, advises on investment strategies and tactical portfolio positioning, and serves private clients, foundations, public authorities, institutions, companies and pension schemes.

Asermo AG

Since 2012 · 1–10 empl.

Asermo AG advises individuals and businesses on financial and insurance matters and arranges insurance, pension and mortgage contracts. Its services include financial, retirement and pension planning, risk analysis, and mortgage and property financing advice.

a e & p Vorsorge-/Finanzplanung GmbH

Since 2012 · 1–10 empl.

a e & p Vorsorge-/Finanzplanung GmbH advises businesses and individuals on financial planning, retirement provision and insurance. Its services include occupational pension plans, investment advice, mortgages, and personal, property and liability insurance.

Swiss Life, Generalagentur Sursee, Silvan Bucher, Generalagent

Since 2015 · 11–20 empl.

Swiss Life, Generalagentur Sursee, Silvan Bucher, Generalagent intermediates insurance and financial products for the Swiss Life Group and its subsidiaries and partners. The services cover areas including pension provision, retirement planning, investment and wealth management.

Zibung Diamond Investment GmbH

Since 2016 · 1–10 empl.

Zibung Diamond Investment GmbH advises clients on investment diamonds and selects individual white and coloured diamonds as tangible assets. It considers each selection in the context of the client’s assets and supports the acquisition through to direct ownership.

Dayton Advisors AG

Since 2018 · 1–10 empl.

Dayton Advisors AG advises and supports businesses, families and private individuals on financial, investment, legal and IT matters. Its services include accounting, financial planning and reporting, investment advisory, legal advice, IT consulting and cloud transformation.

Xperts Finanz AG

Since 2018 · 1–10 empl.

Xperts Finanz AG provides fiduciary, tax and pension-planning services for individuals and SMEs. Its services include bookkeeping and payroll administration, tax returns and representation before tax authorities, as well as pension planning; it also offers real estate services and access to asset management through a partner.

Ethius Invest Schweiz GmbH

Since 2018 · 1–10 empl.

Ethius Invest Schweiz GmbH is an independent asset manager and fund initiator focused on sustainable and ethical investing. It offers wealth advice and equity and bond funds, and engages with companies through active shareholder voting and dialogue.

Beraterhaus AG

Since 2020 · 11–20 empl.

Beraterhaus AG advises businesses and individuals on insurance and pension solutions and arranges related contracts. Its services include risk and insurance management, insurance portfolio reviews, claims support, and advice on occupational and private pension provision.

Schweizer Versicherungen AG

Since 2021 · 11–20 empl.

Schweizer Versicherungen AG is an independent insurance broker serving individuals and businesses. It analyses clients’ risks, advises on insurance and pension solutions, and helps select and optimise coverage; its services also include financing and real estate.

Lindenmann Consulting GmbH

Since 2009 · 1–10 empl.

Aquila Luzern Vermögensverwaltung AG

Since 2019 · 1–10 empl.

Aquila Luzern Vermögensverwaltung AG provides private investors with investment advice and asset management. It works with clients to develop investment solutions tailored to their individual needs.

Hartweger & Partner AG

Since 2014 · 1–10 empl.

Hartweger & Partner AG advises institutional investors, including pension funds and foundations, as well as high-net-worth individuals and family offices on investment and wealth matters. Its services include investment strategy analysis, financial planning, wealth structuring and coordination of financial service providers.

D & S Finance GmbH

Since 2022 · 1–10 empl.

D & S Finance GmbH provides services to individuals and businesses in accounting, tax advice and financial administration. Its services include annual financial statements, payroll and personnel administration, business formation advice, personal tax returns, budget planning and debt management.

Ebfinanz AG

Since 1998 · 11–20 empl.·3.0(2)

Ebfinanz AG provides independent financial services, with a focus on asset management and investment advice. Its services also include pension and retirement planning, tax planning, mortgage financing, family office services and in-house investment funds.

Schenker Finanz Service GmbH

Since 2010 · 1–10 empl.·4.2(5)

Schenker Finanz Service GmbH advises individuals and businesses on financial and insurance matters. Its services include financial and retirement planning, asset management, investments, insurance, and assistance with mortgages, loans and tax returns.

DERSCHEIDUNGS-PLANER Manfred Schneeberger

Since 2012 · 1–10 empl.·5.0(6)

DERSCHEIDUNGS-PLANER Manfred Schneeberger supports couples through separation and divorce with mediation and advice. Services include help with financial and practical matters, as well as preparing separation agreements and documents for court.

FINAviva Inhaberin Barbara Sommerhalder

Since 2019 · 1–10 empl.

FINAviva Inhaberin Barbara Sommerhalder provides financial planning and advice for private clients. Services include budgeting, financing, investments, estate planning, retirement and pension planning, risk protection and tax planning.

Prime Invest AG

Since 2002 · 1–10 empl.·5.0(1)

Prime Invest AG is an independent financial advisory firm. Its services include investment and financial planning, pension and insurance advice, retirement planning, mortgage and property financing advice, and guidance on legal arrangements.

OVP Partner GmbH

Since 2020 · 1–10 empl.·5.0(4)

OVP Partner GmbH provides fiduciary, risk, insurance and pension advisory services to individuals and businesses. Its services also include accounting and financial administration, tax advice, personnel administration, and advice on real estate and financial planning.

MSP Lifechange GmbH

Since 2018 · 1–10 empl.·5.0(5)

MSP Lifechange GmbH provides consulting and services in the financial and IT sectors. Its activities also include advice and information on cryptocurrencies, as well as consulting and guidance for business-to-client activities.

Finanz- und Anlagezentrum Vierwaldstättersee AG

Since 2016 · 1–10 empl.·5.0(1)

Finanz- und Anlagezentrum Vierwaldstättersee AG provides asset management, investment advice, and financial and insurance consulting for individuals and businesses. Its services include reviewing investments, risks and costs, and helping clients select and manage suitable solutions.

Husmann Family Office GmbH

Since 2023 · 1–10 empl.

Husmann Family Office GmbH provides tax advice and tax-optimization support for individuals and businesses. Its services include planning and implementing holding and real-estate structures, as well as personal guidance on financial decisions, investments, retirement planning and protection.

Imbula AG

Since 2022 · 1–10 empl.·5.0(2)

Imbula AG provides family-office services for private offices, as well as bookkeeping, VAT returns, financial statements and tax services for sole proprietorships and SMEs. Its services also include pension and financial planning and a platform for collaborative work and professional exchange.

Montana Invest AG

Since 2015 · 1–10 empl.·5.0(1)

Montana Invest AG is an independent advisory firm focused on alternative assets. It advises investors on selecting and conducting due diligence on private equity and real asset funds, and on structuring and building private equity investment programs.

Corvus Partners AG

Since 2021 · 1–10 empl.·5.0(1)

Corvus Partners AG is a fiduciary and business consultancy serving companies, individuals and families. Its services include bookkeeping and administration, tax and business consulting, financial planning, and advice on private equity and real estate.

Wigger's Financial Service GmbH

Since 2016 · 1–10 empl.·1.0(1)

Wigger's Financial Service GmbH operates in financial services. The company took over Assurfinance in 2020.

viabeno GmbH

Since 2025 · 1–10 empl.

viabeno GmbH provides advice on financial planning and retirement provision, including pillar 3a and 3b, insurance and banking solutions, and mortgages. It also offers online courses in financial literacy and ETF investing.

Marti & Partner, Inh. Marti

Since 2025 · 1–10 empl.

Marti & Partner, Inh. Marti provides independent financial advice to individuals, families and businesses. Its services cover insurance, pensions, investments, property and tax matters, including reviews of insurance policies, pension arrangements and home-purchase affordability.

die steuerberatung gmbh christa wechsler

Since 2024 · 1–10 empl.·2.3(3)

die steuerberatung gmbh christa wechsler provides tax services for private individuals and self-employed people. Its services include preparing tax returns, reviewing tax assessments and bills, representing clients before authorities, and tax advice and planning; financial advice on pensions and assets is available on request.