Lumia Wealth, LLC

Lumia Wealth is an independent, fee-only financial planning and investment management firm.  We work with individuals, couples and families and take the time to get to know you, your relationships, and your hopes for the future. Our discovery process is about defining your priorities and supporting those priorities with optimal investment management. And once we know where you stand today, we build a plan to help you get where you want to be tomorrow. As your trusted wealth advisor, our goal is to free you from worrying about your money, so you can focus on the thing that really matters – living your life.