La Grange, TX Office

Illumination Wealth Management is a fee‑only registered investment adviser serving individuals, high‑net‑worth clients, trusts, corporations and retirement plans. The firm’s nine‑advisor team manages about $471 million for roughly 200 clients and provides integrated Financial Life Management (comprehensive planning plus investment management), pension consulting, and business‑owner exit planning.

The firm builds client‑specific investment policy statements and manages assets using model portfolios that combine strategic and tactical asset allocation. Portfolios typically use ETFs, mutual funds and individual securities, with private placements considered for suitable accredited investors; the firm emphasizes a long‑term, values‑linked planning process and ongoing monitoring.

What distinguishes Illumination within its peer group is its multi‑office structure (nine offices), an affiliated family office that offers bookkeeping, payroll and other personal/business administrative services, and a Financial Life Management program that measures engagement using client income and net‑worth metrics alongside traditional asset‑based management. The team includes multiple CFP®‑credentialed planners and offers both discretionary investment management and workplace/plan consulting, blending family office functions with advisory services.