Individuals, Couples and Families
Lumia Wealth works with individuals, couples
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.