Home - Luma Financial

Personalized

Customized plans to meet your unique goals. We work closely with you on an ongoing basis to deliver you expert 1:1 advice. Despite the trend toward robo-advisers…

Fee-Only

Paid only by clients for the services we provide. We receive no commissions on products we recommend. Financial advisors and planners receive compensation in a variety of…

Safe Custody

We have partnered with Pershing LLC, a subsidiary of The Bank of New York Mellon the world’s largest custodian with over $27 trillion in assets under custody. Luma…

Low cost

Lowering investment costs is one of the keys to successful investing. In an article titled ‘What to Know About Advisor Fees and Costs,’ Coryanne Hicks of U.S.…

Physical Precious Metals

Assistance with the purchase, delivery and storage of physical gold, silver, and platinum bullion and bullion coins. Precious metals are arguably the most reliable and time-tested saving…

Individually managed investment portfolios aimed at steady growth and minimal volatility. We invest through a diversified asset allocation model — which includes investments in emerging markets, sovereign…

Personal Attention

No two investors are the same. Each one has their own distinct financial needs. When you have questions, you can always count on us to listen and…