Real Financial Leadership
This is an intimate subject and a personal process. With Lumitas, you can count on a comfortable, guided, nonjudgmental planning experience.
Is it a match?
Our financial services are designed for the long-term. Find an advisor that fits.
Who You Are
You are busy, hardworking and freedom-loving. You value security and love the people around you. You’re looking for professional support as you build your life and protect your family.
Who We Are
We are the straightforward, friendly advocates that will work tirelessly to see you through to your free-est life. We strive for extraordinary, and are grateful to share our experience in this way.
You can count on us to be kind, enthusiastic and responsive to you and everyone in your circle. We are passionate about what we do and the people we serve.
We are proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisors like us serve their clients.
Independent, just like us.
Commonwealth is independently owned and managed, which means the firm can act in the best interests of its financial advisors and their clients—not shareholders. Our partnership with Commonwealth supports our commitment to remain free to act in your best interest, without any pressure to promote proprietary products or strategies.
How Commonwealth helps us help you.
J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Eight Times in a Row.”* But it's what that achievement means for our clients—on a daily basis—that makes the difference.
*Commonwealth Financial Network® received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, 2019, 2020, and 2021 Financial Advisor Satisfaction Studies of customers' satisfaction among financial advisors. Visit jdpower.com/awards.
Take charge of your financial education.
Motivation and know-how.
Become the master of your money. We’ll guide you to your ‘how’ and ‘why.’