Logan Lupia has been helping individuals and families make smarter financial decisions since 2007. She graduated from the University of South Carolina with a Bachelor of Science in Finance and Marketing and has spent nearly two decades building a reputation for delivering clear, practical, and highly personalized financial guidance.
Logan holds the Certified Retirement Counselor® designation and maintains extensive industry registrations, including the Series 7, 65, 6, 63, and 26. She is also licensed in Life, Accident, and Health insurance.
Throughout her career, Logan has specialized in retirement planning, pension optimization, investment strategy, and helping both high-earning professionals and public-sector employees navigate complex financial decisions. Her approach blends deep technical knowledge with a calm, modern, boutique-style client experience — making sophisticated planning feel simple and achievable.
As the co-founder of Innovision, Logan partners closely with clients to build long-term, intuitive wealth strategies that support both their goals and their lifestyle. Known for her responsiveness, transparency, and the ability to simplify complexity, she has become a trusted resource for clients across the country.
When she’s not working with clients, Logan enjoys life with her husband, Brian, and their three children — Brecken, Tucker, Georgiana, and their Berndoodle Gucci. Their weekends are often spent at gymnastics meets, baseball games, or out on the lake, soaking up family time and making memories.
She is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in SC. In addition, she is licensed to provide insurance solutions across numerous states, including SC, NC, GA, MA, AZ, MT, NM, VA, MN, MS, IL, TX, CO, WA, NY, and CA.