Individuals, Couples and Families

Lumia Wealth works with individuals, couples, and families. 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 in helping Women and the LGBTQ community.  We welcome clients from all walks of life to find the financial planning they need, the education they want, and the respect they deserve at Lumia Wealth.

Retirement Plan Sponsors

As a retirement plan sponsor, you are a fiduciary to your plan participants. This means that legally you are held to the same standard of being an investment professional and that you are liable to ensure that you follow a prudent process when monitoring the investment options in your plan. Fortunately, the Employee Retirement Income Security Act of 1974 (ERISA) allows you to delegate that responsibility to an independent investment advisory firm. When you hire Lumia Wealth, we transfer that liability away from you and serve as a fiduciary. We share your mission to help your retirement plan participants achieve their financial goals.