Differentiators
Fee-Based Financial Planners
Our fee-based approach puts your financial and personal interests first and foremost. Our goal is to provide successful business owners like yourself the best service and rewarding experience with your finances, and do it with the utmost duty of care and duty of loyalty. This fee structure enables our professional advisors to provide you with a fiduciary and long-lasting relationship instead of a transactional experience. "Everyone has a plan until they get punched in the Face." Mike Tyson
Our Professional Network – Team of Experts
Driven by years of combined experience and disciplined planning, our team and financial expertise talent bench includes investment advisors and strategists. We also have a strong professional network to complement our advisory team, with access to experienced and highly talented Estate Attorneys, Tax Attorneys, Certified Public Accountants, Investment Bankers, and Trust Attorneys. We also have the capacity and experience to integrate with existing advisors or set our clients up with professionals who are tailored to your industry. At Lumen Wealth Advisors, our commitment is to bring our clients the best-tailored experience for their financial success and that of their Legacy.
Fiduciary: Relentless Advocates for Retirement Readiness
As a fiduciary, you can always expect us to be your advocate and put your best interest first and foremost. We are held to the highest standards of trust and care, and we seek to identify the best financial route for our clients. We negotiate on your behalf and on your side, no matter what.
Thought Leadership
Keven P. Prather, CFBS is a best-selling co-author of “The Keys To Authenticity – Unlocking The Code To A Fulfilling Life and Business.” The partners in Lumen Wealth Advisors believe that making sure we educate our clients and key partners on issues that affect our financial well-being and our business clients is an important part of what we do --- Please help with this one – needs fixing. Our newsletters are designed to delight and inform on important topics covering investment, tax, family business dynamics, underwritten research, and important headlines that may impact our clients and professional network partnerships.
Hablamos Espanol
Tenemos la capacidad de ayudar y educar a nuestros clientes en su idioma nativo. (We have the capacity to help and educate our Spanish-speaking clients in their native language)