Our Mission

At Lumora Wealth, we help individuals, families, and small businesses align financial success with their goals and values—while giving them more time to focus on what matters most. As an independent, Massachusetts Registered Investment Advisor (RIA), we provide a concierge experience, guiding clients toward meaningful growth with expertise and personal care.

Our Commitment

Operating on a fee-only, commission-free basis, we ensure that our advice is unbiased and solely in your best interest. Our fiduciary duty obligates us to act with the utmost integrity, providing transparent and trustworthy guidance.

Our Purpose

We specialize in navigating significant financial events—such as IPOs and acquisitions—crafting personalized strategies that reflect your aspirations and long-term goals. Your success is our priority.