Well established individual with greater financial complexity. New York, NY Lumiere Financial Group

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. Through tailored approach, we provide guidance aligned with client goals, at the fee and service level you need.

Let’s Design a Better Strategy for Your Wealth

Clients we work with want to be strategic with how they invest their hard-earned money. We help clients by providing strategies that address their needs and goals. Clients can choose to work with Lumiere on a fee-only, asset management, or transactional basis. With a variety of strategies for both individuals and employers, please explore the offerings we have available.

Individual Business owner financial professional
Well established individual with greater financial complexity. New York, NY Lumiere Financial Group

The One-Stop-Shop for All of Your Financial Needs

What Services Do You Need?

Investment Management

Fee-Based Financial Planning Services

Insurance Strategies

Employer-Sponsored
Plan Management

403(b)
Retirement Plans

Financial Wellness
Program

Who We Work With

The young, high-earning professionals
with simple needs…

Well established individual with greater financial complexity. New York, NY Lumiere Financial Group
Well established individual with greater financial complexity. New York, NY Lumiere Financial Group

…the well-established individual with greater financial complexity…

and the employer looking to provide strategies to their employees. 

Well established individual with greater financial complexity. New York, NY Lumiere Financial Group
Well established individual with greater financial complexity. New York, NY Lumiere Financial Group

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.