Learn why CPA's choose us.
Shawn Smart

LUX Chief Executive Officer

October 21,2025 as featured on Business Insider

“We’ve built a culture centered on collaboration — working hand-in-hand with clients’ CPAs, wealth advisors, and family offices. It’s been incredible to see everyone come together to craft the perfect strategy for their clients, creating solutions that truly benefit all parties involved.”

We help you, help your clients.

At Lux, we work closely with CPAs, wealth advisors, and family offices to help their clients reduce tax liability while creating passive income opportunities. The response from advisors has been overwhelmingly positive — it’s clear this is a solution their clients have been waiting for. By offering this program, we’ve helped advisors strengthen client relationships and even grow their business.

President of Lux Financial Josh Fifita explains, “Too many clients reach the end of the year realizing they’re stuck with taxes they could have planned around. We designed a tax equity product that bridges that gap — helping CPAs, family offices, and wealth advisors deliver smarter solutions for their clients.”At Lux, we believe true success happens when everyone wins — and that’s exactly what our model delivers.

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