Fee-Based Financial Planners
Our fee-based approach puts your financial and personal interests first and foremost. Our goal is to provide successful business owners like yourself the best service and most rewarding experience and do it with the utmost duty of care and loyalty. Our advisors are committed to supporting a long-lasting relationship instead of a series of transactional experiences.
“Everyone has a plan until they get punched in the face.”
– Mike Tyson
Our Professional Network – Team of Specialists
To support truly comprehensive planning we can call on our professional network to complement our in-house advisory team, with access to experienced estate attorneys, tax attorneys, certified public accountants, investment bankers, and trust attorneys. We have the capacity and experience to integrate with clients’ existing professional relationships, or introduce our clients to professionals with expertise in their specific industry. At Lumen Wealth Advisors, our commitment is to bring our clients the best-tailored experience for their financial success and that of their Legacy.


Relentless Advocates for
Retirement Readiness
We are committed to being your advocate and putting your best interest first and foremost. We hold ourselves to high standards of trust and care, and we seek to identify the best financial route for our clients. We negotiate on your behalf and on your side, no matter what.
Thought Leadership
Keven P. Prather, CFBS is a best-selling co-author of “The Keys To Authenticity – Unlocking The Code To a Fulfilling Life and Business.” The partners in Lumen Wealth Advisors believe in making sure clients and and partners are educated by us on issues that affect their financial well-being. Our business clients are an important part of what we do. Our newsletters are designed to delight and inform on important topics covering investment, tax, family business dynamics, underwritten research, and important headlines that may impact our clients and professional network partnerships.

Hablamos Español
Tenemos la capacidad de ayudar y educar a nuestros clientes en su idioma nativo.
(We have the capacity to help and educate our Spanish-speaking clients in their native language)
(Policies, applications, administrative documents, and forms are available in English only.)