At Edson Group
Home is more than your biggest asset Homeownership is Something We Take Seriously and Experience Matters
Lucas Edson | Founder
(214) 430-3725
Mailing Address:
850 N. Dorothy Ln, Suite 510, Richardson, TX 75081

About Me
Lucas Edson is a Investment Advisor Representative professional and the founder of Edson Group, a boutique financial and estate planning firm. Since entering the financial services industry, Lucas has been serving his clientele with a passion for guiding and educating them towards success and financial independence. Lucas specializes in helping families, individuals, and business owners in the areas of retirement distribution planning, education planning, tax mitigation, and business succession planning, amongst other financial planning related topics.
Committed to being highly proficient in his field, Lucas spends a significant amount of time staying current. He has numerous technical and financial designations. Additionally, Lucas passed the Series 65 exam, and is working towards the 63, and 7. Lucas serves clients all over the country and because of this, carries various licenses across the United States.
Lucas has a diverse, international background in working with business owners, both from his upbringing, and the various companies he’s been affiliated with over time. Because of this knowledge, he brings a unique skillset that boldly serves Edson Group’s business and individual clients. Lucas’s acumen as it relates to the inner workings of business valuations, tax and legal structuring, company benefits, and complex buy/sell transactions, sets him apart from his peers.
Lucas lives in Dallas, Texas. Lucas enjoys racing cars, music venues and festivals, domestic and international travel, and spending time with his family. In Lucas’s time off, he enjoys spending time with his fiancée, and his two dogs.