A complete list of active advisors currently associated with Luminary Wealth

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

Luminary Wealth (doing business as Capstone Advisors) provides investment management and advisory services to individuals, high-net-worth clients, trusts, qualified retirement plans, small businesses, and institutional clients. The firm also offers participant-directed employee benefit plan consulting, financial planning, and analysis for alternative investments and concentrated equity positions. The firm constructs long-term, diversified portfolios guided by a written investment policy statement and academic frameworks such as modern portfolio theory and the capital asset pricing model. Portfolios typically rely on no-load mutual funds and ETFs—notably funds sponsored by Dimensional Fund Advisors—while also accommodating model portfolios, individual equities, and coordinated tax-aware diversification of concentrated positions; the firm may manage held-away accounts (401(k)s, HSAs, 403(b)s, 529s) using a third-party order management tool to implement and rebalance strategy across custodians. Compared with many small advisory firms, Luminary Wealth shows a few atypical features: an internal ownership transfer effective January 1, 2026 that left prior owners with retained authority to direct management and policies, and a substantial portion of its advised assets held in participant-directed retirement plans (as reported in its brochure). The three-advisor team holds an unusual mix of advanced professional credentials and the firm leverages third-party platforms and service providers for trade processing and held-away account implementation.

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