Helping You Make Financial Decisions With Confidence And Peace Of Mind
Wealth Management Managed Gold Account Schedule Your Meeting TodayWe Are A Fee-Only Firm, Serving U.S. Clients Across The Country, From Boston To San Francisco
Dedicated to delivering sound financial guidance with honesty and integrity
Personalized Management
Our client-centric approach puts your particular needs in focus.
Fee-Only Approach
Paid only by clients for the services we provide, we receive no commissions on products we recommend.
Safe & Efficient Custody
We partner with Altruist Financial LLC to deliver high-quality customer service on a state-of-the-art digital platform.
Competitive Fee Structure
We understand that lowering investment costs is one of the keys to successful client outcomes.
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Services we offer
Luma Financial is a California-based investment advisor serving individual clients throughout the United States. We offer financial education and portfolio management services on individual and retirement accounts with an emphasis on growth with prudent risk management.
Growth Strategies
Multi-asset global portfolios designed for a variety of investment goals and risk profiles. May be appropriate for investors who seek growth and value relative stability.
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Broadly diversified dynamic portfolios designed to generate current income with exposure to more than 20,000 global stocks and bonds. May be appropriate for investors nearing or in retirement.
Learn MoreManaged Gold Strategy
Focused on companies incorporated and operating in Tier One jurisdictions, the strategy aims to provide full exposure to the upside in the gold market while managing risk. May be appropriate for investors seeking high returns with a tolerance for volatility and risk.
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