For more than two decades, Luke Robertson built a career making high-stakes decisions where preparation, discipline, and trust mattered most. A former U.S. Navy fighter pilot and commercial pilot, Luke now brings that same disciplined approach to helping individuals, families, and business owners make informed financial decisions.

As a Financial Advisor with Blue Legacy Advisors, Luke works closely with clients to develop personalized strategies for retirement planning, investment management, wealth preservation, insurance protection, and legacy planning. He believes successful financial planning isn't about chasing the latest trends—it's about building a thoughtful, long-term strategy tailored to each client's goals, values, and tolerance for risk.

Luke's background in engineering, aviation, and business gives him a unique ability to simplify complex financial concepts and provide clear, practical guidance. Whether helping clients prepare for retirement, preserve wealth, or navigate major life transitions, he focuses on creating lasting relationships built on integrity, education, and personalized service.

Luke earned an MBA after his military service and has spent his career leading teams, solving complex problems, and earning the trust of those who rely on him. Today, he is committed to helping clients gain confidence in their financial future through objective advice and a disciplined planning process.

When he's not working with clients, Luke enjoys aviation, mentoring fellow pilots and entrepreneurs, spending time with his wife and son, and serving the Virginia Beach community.

Education

US Merchant Marine Academy 1995-1999

Hobbies

Aviation. Classic cars. Boating.

Affiliations & Memberships

Hampton Roads Estate Planning Council, Forgotten Heroes Foundation, Battle Dawgs