FINANCIAL GUIDANCE FOR

Whether you’re planning for retirement, making a career change, or facing the unknown, you should sleep well at night knowing that you’re prepared no matter what life throws at you. Don’t leave your financial life in the hands of Google, influencers, or a snake oil salesman.

At Luminary Wealth, we pair you with a credentialed advisor who will get to know you personally. Together, we will create a fully customized plan to help navigate any life change.

CHANGES in life CAN BE OVERWHELMING

BUT THEY DON’t hAVE TO BE

A COMPREHENSIVE SOLUTION

WHAT WE OFFER

Whether you’re working, winding down, or already retired, we offer the Financial Guidebook, a customized plan that delivers more than just basic money advice. It dives into every aspect of your financial life, so you can live with peace of mind.

FINANCIAL GUIDEBOOK

A step-by-step guide to help you:

+ Achieve financial freedom
+ Invest strategically
+ Save consistently
+ Minimize taxes
+ Protect your money
+ Build a business
+ Retire confidently

+

24/7 GUIDANCE

An advisor by your side for:

+ Guidebook implementation
+ Regular Guidebook updates
+ Investment management
+ Ongoing planning sessions
+ Ad hoc projects and analysis
+ Trusted professional referrals
+ Educational resources
+ 24/7 advisor access

GET STARTED

THE LUMINARY DIFFERENCE

Integrity

As fiduciaries, we are legally required to act in your best interest, no one else’s. The advice you receive will always be honest and sincere.

SIMPLICITY

Finances can be complex, but they shouldn’t be for you. We cut through industry jargon and give you a clear understanding of your financial life.

24/7 Support

There is no “one-size-fits-all” approach to your finances. As you have questions along the way, we are here to provide specific answers when you need them.

Transparency

We are fee-only advisors, meaning we get zero commissions and zero kick-backs. We make our costs very transparent. Say goodbye to hidden fees and complex pricing.

WELCOME

TO LUMINARY

Providing financial guidance for whatever life throws at you.

We understand that the feeling of uncertainty can be overwhelming, and planning for the future is daunting. That is why we are here to walk alongside you. We aim to resolve your fears about what you can’t control by helping you manage what you can control.

ADVISORS YOU CAN TRUST

In addition to our professional expertise as CFP’s, CFA’s, and CPA’s, we bring a unique set of personal experiences. We understand what it’s like to start a business, plan for retirement, and go through unexpected life changes.

TRANSPARENT COST
No hidden fees.

FIDUCIARY DUTY
Acting in your best interest.

MEET OUR TEAM

BACKED WITH EXPERIENCE

“Andy helped me find a great investing strategy that will help me accomplish some short and long term goals. You can tell these guys genuinely care about your wellbeing and want you to be able to achieve not just your financial goals, but your life goals too.”

JORDAN
“We truly appreciate the work we did together and we know that we made the right decision in selecting LUMINARY to help us in this process.”

BRIAN
“Andy is incredible, professional and concise. I wouldn’t be in my financial journey without him.”

BRANDEE

THE

LUMINARY EXPERIENCE

Through a free discovery call, we'll see if we're the right match for you while uncovering your vision, values, and goals.

DISCOVER

Together we review your Financial Guidebook through a series of personalized Strategy Sessions.

STRATEGIZE

We deliver your Financial Guidebook with our analysis, recommendations, and next steps towards financial freedom.

IMPLEMENT

We work continually to adjust your Financial Guidebook for any life changes, to ensure you always feel at peace.

ENHANCE

START YOUR PLAN TODAY

Personalized guidance at every stage of life

Life has a way of being unpredictable. With our unique approach, you’ll receive so much more than a custom plan. You’ll receive peace of mind and confidence to navigate every stage of life.