Illuminating
Your Financial Journey
We light the way towards success, independence, and significance.
Who we are
Your Guiding Light
Lumen Wealth Advisors provides fee-based, boutique advisory services. As your family CFO and quarterback, we’ll stand by your side every step of the way, illuminating your journey towards financial security and inspiring confidence in your decisions.
Our Why
We exist because of what we see in the market and our commitment to make a difference. The financial services industry is highly transactional in nature. In fact, even good estate planning done transactionally can have unintended consequences. Insufficient income in retirement or an impact on family harmony in family business are two examples. There is a need for the coordination and integration of planning through a collaborative approach with a financial quarterback. In addition, an educational approach so clients understand decisions being made and how they are in their best interest.
Our Mission
To help the clients we serve protect their family, business, and ownership interests through integrated planning that reduces complexity, minimizes risk, builds wealth, and improves tax efficiency.
Our Values
Partnership
We work with our clients, each other, and our professional colleagues in a spirit of partnership toward the achievement of established goals and objectives.
Responsiveness
We strive to be the most responsive professional advisors with an emphasis on anticipation.
Ownership
As one of our three integrated domains, we work diligently and passionately on the protection of ownership interests and the tax-efficient transfer of wealth.
Trust
Our relationships are galvanized by the inspiration, building, and maintenance of high-trust relationships through the daily demonstration of character, competence, and integrity in everything we do.
Execution
We focus relentlessly on achieving Excellence through Execution: financial, operational, and organizational.
Clients
Our clients are the reason we exist, and we strive to meet or exceed their expectations with everything we do.
Talent
Our ability to fulfill our Mission and achieve our Vision is dependent on our ability to attract, retain, and reward exceptional talent that is equally passionate about our Mission & Vision and lives congruently with our Shared Values.
Innovation
We are committed to continuous improvement and employing best practices, technology, and innovative planning strategies that maximize the efficiency and impact of our services.
Objectivity
We differentiate ourselves by communicating to our clients what they need to hear and not what they want to hear.
Network
We maintain a network of professional resources to address our clients’ unique desires, preferences, and/or needs.
What We Do
We serve affluent families and multi-generational family business owners, and deeply understand your complex wealth management needs. We have decades of experience serving this distinct market segment and advise three generations in multiple families.
Our Clients
Lumen Wealth Advisors utilizes a consultative process that prioritizes open dialogue to understand each client’s values and goals. This approach allows the firm to create a tailored plan to help clients achieve their objectives. Recognizing that business owners have a unique financial position, Lumen Wealth Advisors employs a holistic strategy that integrates all aspects of their finances. Their process considers a client’s financial position, protection needs, wealth accumulation strategies, retirement planning, tax reduction strategies, estate planning, and business exit/transition planning.
