Individuals, Couples and Families

Lumia Wealth is an open, welcoming firm. No matter your gender, race, religion, or sexual orientation, we want you to know that you will find a supportive, affirming, and friendly environment when you work with us.

We take time to get to know you, your relationships, and your hopes for the future. Our discovery process is about defining your priorities and supporting those priorities with optimal investment management. And once we know where you stand today, we build a plan to help you get where you want to be tomorrow. As your trusted wealth advisor, our goal is to free you from worrying about your money, so you can focus on the thing that really matters – living your life.

As our business has grown here in Kansas City, we’ve developed specific expertise and helping: