Julie Luther - Financial Advisor

Julie Luther - Financial Advisor CPFA® CDFA®
Truly love building strong relationships w/ clients - working together to achieve financial goals. Certified Plan Fiduciary Advisor CPFA®

Excited to build this specialized part of my practice!
08/20/2026

Excited to build this specialized part of my practice!

Big congratulations to Julie Luther on earning her Certified Divorce Financial Analyst designation! 🎉👏

Divorce can bring a lot of financial questions, and having the right guidance can make a meaningful difference. Julie pursued this certification to better help individuals understand their options, prepare for what comes next, and make informed financial decisions during a major life transition.

We’re excited to see Julie bring this added knowledge and perspective to the clients she serves at Priority Wealth Partners. 💙

08/17/2026

I am pleased to announce that I recently completed a specialized educational program in professional divorce analysis and am now a Certified Divorce Financial Analyst® (CDFA®). I was getting more and more referrals for people who just completed a divorce, and I saw confusion and frustration. So, I wanted to help people have more clarity and fair options during divorce proceedings. I sought out this certification to do just that.

What does this mean?

A CDFA® has the expertise to help determine the short-term and long-term financial impact of a proposed divorce settlement to make sure it works now as well as down the road. A CDFA® examines and analyzes the financial issues of a divorce, providing clients and their lawyers with data to help strengthen their case. This helps our clients avoid the common financial pitfalls of divorce by offering valuable insight into the pros and cons of different settlement proposals.

I am very excited to begin supporting people during this difficult life transition.

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06/12/2026

https://conta.cc/4oBKQRH

Email from Priority Wealth Partners Summer Newsletter       Summer 2026 Newsletter   Halfway Through the Year: Are You Still on Pace for Your Financial Goals? It’s hard to believe we’re already halfw

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04/13/2026

https://conta.cc/3Q6FDEb

Email from Priority Wealth Partners You don't want to miss this. We are 10 days away from our Social Security Workshop. This is one of our most informational sessions every year! It is FREE! Come lear

11/07/2024
If you or someone you know has questions about anything related to social security benefits, this is an important free w...
05/21/2024

If you or someone you know has questions about anything related to social security benefits, this is an important free workshop for you to attend. Erin Thompson provides a wealth of information on this topic. Question and answer time built in as well. Both in person or virtual options available. Please register using URL in flyer below.

Increasing demand for this added flexibility has compelled a growing number of states to adopt direct trust statutes. Ga...
04/11/2024

Increasing demand for this added flexibility has compelled a growing number of states to adopt direct trust statutes. Gain better control and flexibility of your trusts with Directed Trusts. Learn how.

Increasing demand for this added flexibility has compelled a growing number of states to adopt direct trust statutes. Gain better control and flexibility of your trusts with Directed Trusts. Learn how.

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Maumee, OH
43537

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