OBJECTIVE: To Help Clients Build Financial Security and Wealth
BRIAN LUBURGH'S PROFILE:
● Prior corporate executive for 35 years- Sealed Air, GE, NCR
● Master in Business Administration - Major: Finance & Investments
● 35 years of personal financial management
● Married for 34 years, three boys and two dogs.
● Reside in Denver NC.
FINANCIAL ADVISING AND PLANNING SERVICES:
● Financial coaching, advising, and planning- no selling!!!
● Financial Plan Development- Includes: retirement plan, college plan, social security plan, life insurance analysis, long term care plan, debt reduction and estate planning. Plans are a value vs what financial planner's charge!
● Budgets for positive savings
● Portfolio review: Investment consulting- all financial investments
● 401k & IRA investment selection for individuals, families and businesses
● Children investments -529 investments, custodial accounts, brokerage accounts, Roth IRA, Able savings account
● Mutual fund, ETF and annuities analysis and selection
● Trust guidance
● Tax strategies & planning
● Debt elimination planning
● Questions answered on home & auto purchases, insurance, down payments, negotiations
● Mortgage analysis
Overview
Hired 84 times
Background checked
1 employee
5 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Credit card, Square cash app, and Venmo.
Top Pro status
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2025
2024
2023
2022
Services offered
Service type
General financial planning
Retirement planning
Life insurance review
Investment review
Work location
My customers travel to me
I travel to my customers
I work remotely (phone or internet)
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, work quality, and responsiveness.
Exceptional 5.0
34 reviews
5
100%
4
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Read reviews that mention:
Dan V.
Mar 5, 2026
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Hired on Thumbtack
I really want to thank Brian for all he has done for me. His financialplan and support has been very helpful. He really opened my eyes to how important a few hours of your time can be so impactful. Highly recommend. Especially if you are thinking of retiring early. I’m so grateful. Thank you for all you do. I’m glad we have made this connection. I’m sure we can work more together soon.
Personal Financial Planning
Claudy C.
Aug 13, 2025
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Hired on Thumbtack
My wife and I are a young couple, recently married, and just finished merging our finances for the first time. Brian made the process so much easier. We added him as our advisor through the Monarch finance app, and he’s been incredible, patient, knowledgeable, and genuinely invested in our success.
He gave us clear advice on how to keep our finances merged smoothly, helped us make a plan for my wife’s business, reviewed our retirement accounts, and even updated our investments to align with our goals. It never felt overwhelming or judgmental, just supportive and strategic. We’re confident we’re on the right track now, and we highly recommend Brian to anyone looking for a trusted advisor at a amazing rate.
Personal Financial Planning
Bee J.
Aug 9, 2025
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Hired on Thumbtack
My encounter with Brian was a 1 time consultation for now. I was in need of some advice on making a pivotal decision in my finances since I am nearing retirement and fully aware I don't have nearly enough savings. I am a single professional woman with good income and follow the financial news and podcasters religiously. As I laid out the predicament I find myself in, I really felt embarrassed because I felt I was smarter than this. Brian listened attentively and gave me sound advice that help me make this decision and feel more confident in the path forward to this next season of my life. He even sent tools to help me design better budgeting. But most important of all, I heard no judgment in his voice as he spoke to me. As a single woman of a certain age, I have experienced judgment and condescension in both my personal and professional life when explaining issues, especially from men. Brian was professional, yet he spoke to me in an easy and respectful manner. Allowing me to be comfortable and open in our interaction. I will definitely use him as I need more guidance in the future.
Personal Financial Planning
Gregory W.
Jan 24, 2026
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Hired on Thumbtack
Brian listened to our needs. Gathered our information and presented it in a way which was painful to hear, but easy to understand. We now have a template heading to retirement in 3-5 years.
Personal Financial Planning
Katherine B.
Jul 26, 2025
•
Hired on Thumbtack
My mother for the first time has had to review her finances due to my dad's death. Brian in all meetings has been kind, thoughtful in his responses and most importantly an educator. He has taken the time to answer all her questions and made sure to give her the space to be uncertain of what she wants to do while still laying out different options to achieve her goals. He has shared insights into why he is presenting each option while still advising her for the best strategy for her long term plans. I am thrilled for the partnership.
Personal Financial Planning
Credentials
Background Check
Brian Luburgh
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
First 30 minutes is free, we use the time to outline your goals.
What is your typical process for working with a new customer?
Establish financial goals and prepare plans to achieve wealth.
What education and/or training do you have that relates to your work?
Master's degree in Business with a major in financial investments. Over 35 years of financial investing experience.
Working on CFP certification.
