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
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…
…the well-established individual with greater financial complexity…
and the employer looking to provide strategies to their employees.
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.
