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 New York, NY Lumiere Financial Group

Securing a Brighter Financial Future™ 

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 FREE MINI FINANCIAL ANALYSIS

   

Financial Guidance Tailored to you 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, 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:

I’m an Individual

I’M A BUSINESS OWNER

I’M A FINANCIAL PROFESSIONAL 

Welcome to the One-Stop-Shop for All of Your Financial Needs 

What Services Do You Need? 


Investment Management New York, NY Lumiere Financial Group

Investment
Management

Fee-Based Financial Planning Services New York, NY Lumiere Financial Group

Fee-Based Financial Planning Services

Insurance Strategies New York, NY Lumiere Financial Group

Insurance
Strategies

Employer-Sponsored Plan Management New York, NY Lumiere Financial Group

Employer-Sponsored
Plan Management 

Financial Wellness Program New York, NY Lumiere Financial Group

Financial Wellness
Program 


Who We Work With


The young, high-earning professional with simple needs...

The young, high-earning professional with simple needs. New York, NY Lumiere Financial Group

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

...to the well-established individual with greater financial complexity...

...to the employer looking to provide strategies to their employees. 

The employer looking to provide strategies to their employees. New York, NY Lumiere Financial Group


We guide clients through all stages of wealth.

Learn how


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. 


Interested in Working Together?

Schedule Your Introduction Call