Meet Luke Graves, CFP®
Luke Graves, CFP®
Partner/Financial Planner
Luke is an alum of Liberty University with dual degrees in Finance and Economics. He is a financial planner, husband, and father who believes financial planning should create clarity and confidence — not complexity. Much of the way he approaches his work is shaped by his own life. Raising young children with his wife has deepened his belief that financial decisions go beyond numbers and spreadsheets; they impact families and futures.
Luke works primarily with individuals/families, professionals, and business owners on investment strategy, retirement planning, tax-efficient strategies, employer-sponsored retirement plans, and overall financial planning. He is a CFP® professional and holds his Series 65 and Series 66 licenses, along with a life insurance license. His approach to financial advising revolves around helping clients understand not only what to do, but why it makes sense.
Outside the office, Luke enjoys playing golf, pickleball, and generally being outdoors with his family and friends. At the end of the day, his goal is simple: to help families feel confident in their financial plan so they can focus fully on the life they’re building.
Address
10 Lavinia Ave
Greenville, SC 29601
info@graveswm.com
Phone
(864) 605-7030
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
