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Lucas Moshier (CFP®)

Lucas Moshier focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Lucas specializes in working with clients who fall under the 'HENRY' classification (High Earners, Not Rich Yet) in additional to clients who are approaching or recently entered retirement. His focus is on developing a holistic financial plan with emphasis on minimizing taxes for clients and their heirs. Lucas is a firm believer that to successfully enter a financial planning relationship, there needs to be a strong base of honesty, transparency, and mutual understanding of long-term goals.

Additional Information

Lucas is an Associate Advisor at Level Financial Advisors. He graduated Summa Cum Laude Latin Honors from the State University of New York College of Technology at Alfred in May of 2023 with a business administration degree in financial planning. He has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2023.

He is a member of the Financial Planning Association of WNY. He is a past volunteer for Big Brothers Big Sisters of America youth mentoring organization. /p>

When Lucas is not assisting clients, he enjoys spending time with friends & family, fitness, and any & everything outdoors.

NAPFA Start Date

October 09, 2025

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

4535 Southwestern Boulevard Suite 710A Hamburg, NY 14075-1870 Phone: (716) 634-6113
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