WE ARE Financial Stewards

About Lumen Wealth Advisors

Lumen Wealth Advisors is a boutique multigenerational advisory firm that is a fiduciary advisor for our clients. We act in our client’s best interests and strive for excellence in the work and service we provide by focusing on the complex needs of successful, affluent individuals and owners of middle-market businesses. What makes us different – even among established and well-respected advisory brands – is the process and thoroughness of our approach. We listen attentively, coordinate effectively, and plan efficient, strong financial frameworks for our clients. We are obligated to our clients personally in creating long-term, mutually beneficial relationships. These are the values that make Lumen Wealth Advisors a financial steward and how we help our clients live amazing lives of significance.

Our Team

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Our Core Values

Protection: We recognize you’ve been successful to this point in your life. You’ve maybe raised a family or are in the process of raising your family now. You may just be part of the “Sandwich Generation” and are caring for not only your children but aging parents or a special needs family member at the same time. You’ve accumulated wealth, own a home, possibly own a successful business, and may not be prepared for the uncertainties of the future. The word “Protection” provides an excellent framework to describe what drives us and our core values.

P – Partnership: We work with our clients, each other, and our professional colleagues in a spirit of partnership toward the achievement of established goals and objectives.
R – Responsiveness: We strive to be the most responsive professional advisors with an emphasis on anticipation.
O – Ownership: One of our three integrated domains, we work diligently and passionately on the protection of ownership interests and the tax-efficient transfer of wealth.
T – Trust: Our relationships are galvanized by the inspiration, building, and maintenance of high trust relationships through the daily demonstration of character, competence, and integrity in everything we do.
E – Execution: We focus relentlessly on achieving Excellence through Execution: financial, operational and organizational.
C – Clients: Our clients are the reason we exist, and we strive to meet or exceed their expectations with everything we do.
T – Talent: Our ability to fulfill our Mission and achieve our Vision is dependent on our ability to attract, retain and reward exceptional talent that is equally passionate about our Mission & Vision and lives congruently with our Shared Values.
I – Innovation: We are committed to continuous improvement and employing best practices, technology, and innovative planning strategies that maximize the efficiency and impact of our services.
O – Objectivity: We differentiate ourselves with a fiduciary standard of care and tell our clients what they need to hear and not what they want to hear.
N – Network: We maintain a network of best-in-class professional resources and can provide an exceptional circle of advisory care to satisfy our client’s unique desires, preferences, and/or needs.