About Lux Financial
Built on Transparency
We've built a culture centered on transparency, collaboration, and putting clients and their advisors first.
We've built a culture centered on transparency, collaboration, and putting clients and their advisors first.
Experienced professionals committed to delivering exceptional results for our clients and partners.
"We've built a culture centered on collaboration, working hand-in-hand with clients' CPAs, wealth advisors, and family offices. Transparency isn't just a value, it's how we operate every day."Shawn Smart Chief Executive Officer, Lux Financial
Lux Financial was founded on a simple belief: high net worth individuals deserve better options when it comes to managing their tax liability.
We help our clients offset tax equity by investing into energy programs, creating passive wealth while contributing to the future of energy infrastructure. Our approach is built on collaboration, working hand-in-hand with clients' CPAs, wealth advisors, and family offices to deliver results.
Full visibility into every investment, every return, and every decision. We believe trust is built through openness, not complexity.
We work alongside your existing advisors, never in competition. Our role is to enhance your financial strategy, not replace it.
Every decision we make starts with one question: does this serve our clients' best interest? That principle guides everything we do.
9:00 AM – 5:00 PM MST
Monday – Thursday
Schedule a consultation with our team and discover how Lux Financial can help optimize your tax strategy.