About
Get To Know Us
Who We Are
Welcome to Lumos Wealth Advisors, a fresh and dynamic firm in the financial services landscape, built on over 40 years of combined experience and a passion for helping clients in Richmond, VA and beyond pursue financial success.
Founded by wealth advisors Dave Robinson and Michael Rawls, Lumos brings together two experienced professionals dedicated to illuminating the path to financial independence for each and every client.
The Lumos Team
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
David M. Robinson, CFP®, is the partner you need to navigate the complex world of financial planning. With a strong educational foundation, extensive financial services experience, and a military background, he embodies the qualities of discipline, integrity, and attention to detail that define his professional approach.
Michael Rawls is a dedicated and passionate financial advisor with over a decade of experience in the industry. As a fiduciary in advisory relationships, he is committed to putting your financial well-being first, and he takes that responsibility seriously.
With over 35 years of experience in financial services, Karen is the go-to resource for client service at Lumos Wealth Advisors.
Justin Cason is not your typical financial advisor. He brings a unique blend of compassion and expertise to Lumos Wealth Advisors, a result of his diverse background and commitment to helping others.
The Investment Team
Chief Investment Officer
Operations Manager
Relationship Manager
Relationship Support Specialist
Compliance Specialist
Relationship Support Specialist
Systems & Intelligence Project Manager
Lumos Wealth Advisors is an independent financial advisory firm offering advisory services through CG Advisory Services (“CGAS”), an SEC-registered investment adviser. Lumos is supported by CG Advisor Network (“CGAN”), an affiliated entity of CGAS through shared ownership. CGAN provides back-office services such as operational, compliance, portfolio management, and trading support. However, it is important to note that CGAN does not provide investment advice. Additional information regarding this affiliation can be found in the CGAS firm disclosures or by visiting the Investment Adviser Public Disclosure (IAPD) website.
Advisors associated with CG Financial Services may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services; or (2) solely investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial.
Oliver Gooden is solely an investment advisor representative of Capital Asset Advisory Services LLC, and not affiliated with LPL Financial.
