After more than a decade at Vanguard Personal Advisor Services overseeing over $1 billion for high-net-worth households, our founder launched Luminvest. His mission: to bring the disciplined, low-cost investment approach of a large institution to a boutique setting, free from big-firm constraints.

We provide truly comprehensive wealth management, designed to align every piece of your financial life, including:

·  Investments & Tax Strategy

·  Debt Management

·  Estate & Legacy Planning

·  And more

As a fee-only fiduciary, our advice is always aligned with your best interests—never tied to proprietary products or sales quotas. We intentionally limit our client roster because we believe deeper, more personal relationships lead to better financial plans and outcomes.

Today, Luminvest manages roughly $500 million for households with portfolios ranging from $250,000 to $20 million.