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Lumora Wealth

Lumora Wealth is an independent, fee-only fiduciary firm built to help professionals and families make smarter financial decisions with confidence. We specialize in guiding healthcare, biotech, and tech professionals through the unique challenges of equity compensation, taxes, and retirement planning. Every client relationship is planning-led, transparent, and tailored — so you can simplify complexity, stay on track, and focus on what matters most.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Mark Duffy, BS, CFA, CFP®, MS
NAPFA-Registered Financial Advisor
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

154 Warwick Road Melrose, MA 02176 Phone: (617) 285-0007

Primary Office

154 Warwick Road Melrose, MA 02176 Phone: (617) 285-0007