A complete list of active advisors currently associated with Luminvest Wealth Management LLC

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

Luminvest Wealth Management serves individual and high-net-worth clients as well as trusts, estates and charitable organizations, managing roughly $398 million across about 140 client relationships. The firm provides comprehensive portfolio management and standalone financial planning and consulting, covering investments in public and private securities, options, fixed income, and business-focused planning services such as corporate structure analysis and cost segregation studies. The firm manages accounts on a discretionary basis, tailoring portfolios to client objectives and allowing reasonable investment restrictions while periodically rebalancing to target duration and risk profiles. Its investment process employs a broad toolkit — including fundamental, sector and cyclical analysis; technical and quantitative models; and use of options and margin where appropriate — and it maintains conservative cash allocations for liquidity and fee processing. Compared with many peers, Luminvest combines a relatively large asset base with a two-advisor team and offers financial planning through a recurring subscription model rather than only one-time plans. The firm also recommends clients establish accounts with its custodian partner (Altruist) and may require limited agent authorization for accounts held elsewhere, and it generally does not provide automatic ongoing reviews of written financial plans without a follow-up engagement.

To learn more about the advisors currently working at Luminvest Wealth Management LLC, 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.