Your Financial Future – Illuminated
Lumina Financial Consultants, LLC is an independent registered investment advisory firm (RIA) that was established to help busy individuals organize, understand and manage financial resources to achieve their life goals. We take the time to get to know you so that we can understand and help you define your financial priorities and future goals. We help you gather and organize all the financial details to understand your current financial situation and then we work with you to establish an individualized plan to guide you toward your future goals.
Lumina Financial Consultants, LLC offers advice and solutions based on proven investment principles and academic research. We offer expert financial planning and investment management guidance that is independent and objective. We are “fee-only” fiduciaries which means we don’t sell products and must serve the best interests of our clients.
For more information, please contact Lumina Financial Consultants, LLC at firstname.lastname@example.org or (571) 295-6175