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Lumen Wealth Advisors

EST. AUM
$100,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Wilkes-Barre/Scranton
CRD Number
Website lumenwealthadvisors.com
Client types

Overview

Lumen Wealth Advisors is a fee-based, boutique wealth management and financial planning firm serving affluent families, business owners, and multi-generational clients in Ohio and Pennsylvania. Operating as your "family CFO and quarterback," Lumen emphasizes integrated planning across investments, protection, estate, business, and legacy needs. The firm underscores a fiduciary commitment, aiming to simplify complexity, reduce risk, improve tax efficiency, and build long-term wealth through collaborative, client-centered strategies.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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