A complete list of active advisors currently associated with Lumiere Financial

Warmer can help you find a great advisor at Lumiere Financial or one who fits your needs even better.

Lumiere Financial provides investment advisory and planning services to individuals (including high‑net‑worth clients), pension and profit‑sharing plan sponsors, charitable organizations, and businesses. Its offerings include discretionary and non‑discretionary portfolio management, bespoke financial planning and consulting, pension consulting, and the sponsorship or management of private investment vehicles (SPVs). The firm tailors portfolios using firm model allocations, third‑party money managers, and both discretionary and non‑discretionary implementations, and it may employ advanced instruments and techniques across client accounts, including derivatives and margin or borrowing where appropriate. It also offers participant education and enrollment seminars for plan clients and has moved away from standardized planning tiers to customized planning engagements. Compared with many similar team advisers, Lumiere is notable for operating an affiliated insurance agency and for having advisors who are registered representatives of a broker‑dealer, arrangements that permit insurance and brokerage compensation in addition to advisory fees. The firm recently introduced SPVs (disclosed in 2025), discloses potential conflicts from performance‑based compensation and third‑party manager referral arrangements, and reports custodial relationships and required custodians for certain 403(b) clients.

To learn more about the advisors currently working at Lumiere Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.