At Luminae, our mission is to be an agent of change. We strive to be a business catalyst, helping challenge you to better growth through differentiation. By leveraging proven management techniques, we help create extreme clarity that helps unclutter your business vision. Combined with access to our carefully vetted and trusted resources, we bring you all the resources necessary to reach your goals.

 

Our suite of services transcends traditional business consulting and recruiting, offering a holistic approach that integrates behavioral science, mindfulness, and journaling to spark inspiration and help benchmark execution.

 

Whether you’re navigating the transition from Broker/Dealer, launching an RIA, or crafting a meticulous succession plan, our seasoned consultants are dedicated to providing strategic solutions and actionable insights. At Luminae, we empower advisors with the tools for success, ensuring that your financial aspirations are not just met, but exceeded!