A complete list of active advisors currently associated with Lunea Wealth Management

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

Lunea Wealth Management is a fee-only registered investment adviser that offers wealth management, comprehensive and project‑based financial planning, financial consulting, estate‑planning assistance, and educational seminars and online courses. The firm provides ongoing portfolio management on a discretionary or non‑discretionary basis as well as one‑time planning engagements and standalone educational events; it reported a small client base (six clients) and no assets under management as of the most recent filing. The firm’s investment process emphasizes portfolio construction informed by modern portfolio theory and uses a mix of fundamental, technical, cyclical, and charting analyses to select passive and active vehicles, with the option to engage outside managers. Advice is tailored to client goals, risk tolerance, tax considerations and time horizon, with a preference for longer‑term holdings while retaining the ability to execute shorter‑term trades when deemed appropriate. What is distinctive about this firm relative to many independent solo advisers is its explicit offering of educational seminars, speaking engagements and online courses alongside traditional advisory services, and its use of a third‑party estate‑planning technology solution. The combination of a very small, concentrated client base, no reported AUM, and a mix of ongoing wealth management plus project‑based planning and paid seminars positions the firm as a boutique, fee‑only practice that emphasizes education and standalone planning engagements.

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