Experienced Guidance Towards a Brighter Future
Wealth Management
From personalized investment strategies to tax-efficient planning, we manage your wealth with care and precision. Our goal is to grow and protect your assets while staying aligned with your long-term objectives.
Retirement Planning
Lumos is a financial advisor in Richmond, VA specializing in retirement lifestyle planning. We partner with you to map out your road to financial independence, supporting the lifestyle you’ve envisioned for decades to come.
Estate Planning
Protect your legacy and support your family’s future with our comprehensive estate planning services, designed to honor your wishes while building something that will last for generations.
We Are
Lumos Wealth Advisors.
At Lumos Wealth Advisors, we believe that our name is more than a title, it’s a promise. Inspired by the Latin word “Lumen,” Lumos epitomizes our dedication to illuminating your financial journey and bringing clarity to your path.
We empower you to design a life aligned with your values, vision, and aspirations. By combining a personal approach with decades of deep experience and skill, we strive to simplify the complexities of wealth management so you can focus on what truly matters.
We help individuals and families with $1 million or more in investable assets navigate challenges such as legacy planning, investment management, and tax planning. We work with you to create multi-generational strategies that seek to enhance independence and growth.
Running a business takes vision, and planning for your financial future requires strategy. Our team partners with business owners as they seek to build, preserve, and transition their wealth for ongoing financial success. Whether you need business consulting or a plan to retire and pass on the business, the Lumos team can help guide your way.
Whether you're preparing for the future or currently navigating a new financial role, life’s transitions call for careful planning. We're here to guide you with confidence, helping you move forward and build your wealth with clarity.
Free Download
Our free guide reveals key tax planning strategies that seek to maximize savings and keep more of your hard-earned wealth in retirement.
