A complete list of active advisors currently associated with Luminate Financial Planning

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

Luminate Financial Planning provides investment management and financial planning services to individuals, high‑net‑worth clients, and charitable organizations, and also works with employer plan sponsors. The firm, founded in 2017 and registered in Virginia, reported approximately $27.4 million in discretionary assets as of December 31, 2024 and does not state a minimum account size. The firm builds client-specific investment policies and implements portfolios primarily through passive strategies using index mutual funds and ETFs, while applying fundamental analysis when conducting deeper investment analyses. Clients receive ongoing advice and written financial plans, including a subscription-style comprehensive planning service with regular monitoring and annual reporting. A distinctive aspect of the practice is its employee benefit plan consulting—assisting plan sponsors with investment options, plan structure, monitoring, and participant education—which is uncommon among independent advisers. The firm also advises on assets held in insurance and employer-sponsored products and provides educational seminars and periodic blog publications.

To learn more about the advisors currently working at Luminate Financial Planning, 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.