Mark Duffy (BS, CFA, CFP®, MS)
Mark Duffy focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Baby Boomers
- Business Owners
- Charitable Giving
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Alternative or Private Investments
- Baby Boomers
- Business Owners
- Charitable Giving
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
Planning Specialties
Mark specializes in working with healthcare, biotech, and tech professionals facing the complexities of equity compensation, concentrated stock positions, and advanced tax planning. His approach is planning-led and client-centered, combining personalized strategies in retirement readiness, education funding, investment management, and legacy planning. Every engagement is designed to simplify complexity, reduce uncertainty, and give clients clarity and confidence through life’s transitions.Additional Information
Mark Duffy, CFA, CFP®, is the founder of Lumora Wealth, a Massachusetts-based, fee-only fiduciary firm. He brings over a decade of experience in institutional investing and financial planning, with a focus on helping professionals and families make confident financial decisions. Mark lives in Melrose with his wife, young son, and their Aussiedoodle, Raisin. Outside of client work, he enjoys hiking, skiing, and basketball. You can connect with Mark and the Lumora Wealth team on LinkedIn or visit lumorawealth.com.NAPFA Start Date
August 19, 2025
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