A complete list of active advisors currently associated with Luminary Wealth Advisors

Warmer can help you find a great advisor at Luminary Wealth Advisors or one who fits your needs even better.

Luminary Wealth Advisors is a state-registered independent investment adviser that manages about $13.95 million in discretionary client assets across nine relationships. The firm provides continuous, tailored portfolio management together with project-based and ongoing comprehensive financial planning for individuals, high-net-worth individuals, and corporations or other businesses. The firm primarily practices passive investment management, building diversified portfolios with index mutual funds and ETFs and setting asset allocation targets based on client goals and tax considerations. It manages accounts on a discretionary basis, accommodates client-imposed restrictions in writing, and may engage third‑party managers (TAMPs) to implement specialized allocations. Notably, Luminary explicitly serves corporate or business clients in addition to individual households, a client type that is uncommon among independent advisers. The adviser’s very small client roster and concentrated assets under management mean most clients receive direct, periodic plan monitoring and reviews; the firm also does not vote client proxies, leaving that responsibility with clients and custodians.

To learn more about the advisors currently working at Luminary Wealth Advisors, 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.