About
With more than 31 years of experience in financial planning, investments, and accounting, Lily leverages her diverse expertise to build deeply personalized, long-term relationships with her clients. She is dedicated to guiding clients through every aspect of their financial lives, with a focus on tax efficiency, retirement planning, estate strategies, and the preservation of generational wealth. Lily also brings extensive experience working with medical professionals, business owners, and high-net-worth individuals.
Prior to joining Wealth Enhancement, Lily held various senior positions at Pillar Pacific Capital Management, PacWest Financial Management, Bank One, Bright Bank, Blue Cross, and Adobe Oil & Gas Inc. She also served as adjunct faculty at the University of Mary Hardin-Baylor.
Education
- BBA, University of Texas
- MBA, University of Texas
Awards
- AdvisorHub - 200 Advisors to Watch (Over $1B) - #29¹
- InvestmentNews $100M Club: Top Female Advisors 2025²
- Investment News Top Financial Advisors³
- 2025 Five Star Wealth Manager⁴
- 2024 Women We Admire Top 50 Women Leaders in Investment Management⁵
- 2025 Women We Admire Top 50 Women Leaders in Investment Management (#31)⁶
Additional Language
- Mandarin
Awarded 6/12/25 for the period from June 2025-June 2026. Data is used from 12/31/2024 and 12/31/2023.
Awarded 9/9/25 for the ranking year 2025.
Awarded 2/10/2025 for the ranking year 2025
Awarded 12/1/24 for the time period 2/13/24-8/30/24
Awarded on 11/1/24 for the ranking year 2024
Awarded 8/21/25 for the ranking year 2025
Resources from Lily Ku
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation