Welcome to Financial Guidance,
Tailored to You
At Lumiere Financial Group, we offer financial strategies with a focus on understanding your precise needs and placing them first, always. Through a highly tailored approach, we provide guidance aligned with your goals, all at the fee and service level you need.
Let’s Craft a Better Strategy for Your Wealth
Those we work with want to be intentional with how they use their hard-earned money. We help you do this by providing strategies that address your needs and goals. You can choose to work with us on a fee-only, asset management, or transactional basis. With a variety of strategies for both individuals and employers, explore the offerings we have available:
Welcome to the One-Stop-Shop for All of Your Financial Needs
What Services Do You Need?
Fee-Based Financial Planning Services
Who We Work With
The young, high-earning professional with simple needs...
...to the well-established individual with greater financial complexity...
...to the employer looking to provide strategies to their employees.
We guide clients through all stages of wealth.
Wealth Management for You, By Us
Lumiere is a team of professionals who believe in placing our clients first through professional service, fee transparency, and à la carte strategies. We understand that your needs and goals are unique, which is why we offer a range of engagement options, rather than provide a one-size-fits-all strategy.
Founded by Zach Brody, the firm reflects the kind of innovation, creativity, and custom-crafted approach that is necessary in a rapidly changing industry and world. From the individual clients we serve to the employers we support, we are relentlessly committed to pursuing your success, exactly as you define it.