Courtney Lutz-McLellan

About

Courtney Lutz-McLellan, MA, CDFA® Principal Certified Divorce Financial Analyst & Co-Founder, Phoenix Financial Advocates Courtney Lutz-McLellan is the Principal Certified Divorce Financial Analyst® (CDFA®) and co-founder of Phoenix Financial Advocates, LLC, a Charlotte-based firm dedicated exclusively to helping individuals and couples nationwidenavigate the financial complexities of divorce. With over 25 years of experience as a financial analyst and institutional equities trader, Courtney brings both technical expertise and real-world practicality to each case. Courtney holds a Bachelor of Science degree from Indiana University and a Master of Arts degree from Appalachian State University. She has completed Level I of the Chartered Financial Analyst® (CFA) program and also holds FINRA Series 7, 24, 63, and 65 licenses. In addition to her financial background, she has testified as an expert witness in numerous divorce cases across multiple states, providing clear and credible analysis on matters such as income, business valuation, marital balance sheets, and lifestyle analyses. At Phoenix Financial Advocates, Courtney and her team provide services ranging from marital balance sheet preparation and business valuations to lifestyle expense analyses and asset searches. She is known for her ability to break down complex financial issues into language that both clients and attorneys can easily understand. Her approach is collaborative, thorough, and focused on empowering clients to make informed decisions for their financial futures. Courtney believes divorce is not just a legal process but also a financial turning point, and her mission is to ensure clients are equipped with the clarity and confidence they need to move forward. Whether working as a neutral analyst or as part of a litigation team, she is committed to accuracy, transparency, and compassionate professionalism.

Specializations