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Connect with Lucerna Financial Solutions.

Fill out the form and let us know your needs. We will be in touch! 

Lucerna Financial Solutions

Cleveland Office
675 Alpha Drive Suite G-64

Highland Heights, OH 44143​​

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Lucerna Financial Solutions provides a wide range of services to individuals and businesses in a variety of industries. 

We are passionate about meeting each client’s specific needs in planning for the future and surpassing their goals in an ever-changing financial environment.

FAQ

Frequently Asked Questions

Q: What types of businesses do you specialize in?

A: We focus on professional service firms, particularly attorneys, therapists, and dentists with annual revenues of $300k or more.

Contact us with more questions.

Free Consultation

Book a Consultation

We offer a 30-minute complimentary consultation to understand your needs and recommend the best financial path forward.

Free Consultation
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Client Portal

Access your secure client portal in Taxdome.

Upload tax documents, review financials, sign forms, and message us—all in one secure place.

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Brandon is incredibly knowledgeable and helped us organize our financials in a way that made sense for our practice. His insights have been invaluable.

Sarah L.
Law Firm Partner

Working with Lucerna has been a game-changer. Their strategic approach to our finances has
allowed us to focus more on patient care and less on numbers.

Dr. Michael T.
Dental Practice Partner

The team at Lucerna provided exceptional service. They took the time to understand our needs
and delivered solutions that exceeded our expectations.

Emily R.
Licensed Therapist

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