Luke’s Approach
Luke J. Murray
CFP®, CPWA®
Financial Advisor / Member Owner
Overview
Luke is a financial advisor in Savant’s St. Paul, MN office. He has a membership interest in Savant.
Luke specializes in working with clients to develop detailed financial plans that align their core values with their financial and life goals.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Private Wealth Advisor® (CPWA®), Luke is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Luke has been involved in the financial services industry since 2000. He was a senior wealth manager at PrairieView Partners until it joined with Savant in 2025. Before that, he spent 20 years at a highly respected St. Paul organization, where he advised on a broad range of financial matters.
Luke is a member of the Investments and Wealth Institute. He earned a bachelor of science degree in general business administration with an emphasis in accounting, economics, and finance from the University of Wisconsin-Stout.
When not in the office, Luke enjoys spending time outdoors with his family and friends, watching his two children play hockey, boating and fishing on a lake, and reading.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Wisconsin-Stout
Bachelor of Science in General Business Administration with an emphasis in Accounting, Economics, and Finance
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Private Wealth Advisor®
Affiliations
- Investments and Wealth Institute – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.