Lumin Financial, LLC

Financial ServicesMichigan, United States2-10 Employees

Lumin Financial, LLC operates in the financial services sector, providing tailored financial advice designed to help clients clarify and pursue their goals. The firm emphasizes independent, conflict-free guidance by aligning its services with each client’s unique situation and removing hidden fees, aided by its team that includes a Certified Financial Planner™ practitioner and an Accredited Investment Fiduciary™ practitioner. Based in Southfield, Michigan, the company highlights a focus on formal training and unbiased decision-making to support clients in navigating complex financial decisions. The firm presents itself as a boutique advisory practice with a preference for delivering clear direction for future planning.

In the broader industry landscape, Lumin Financial positions itself as an independent advisory resource within financial services, distinct from ties to large brokerage firms. Its approach targets individuals seeking personalized financial planning and fiduciary-level investment guidance, aiming to simplify the process of setting and achieving financial objectives. A recent development noted in industry news is the acquisition of Lumin Financial by Perigon Wealth Management, reflecting a notable event within the regional advisory ecosystem. The company operates from a small-office footprint in the Detroit metropolitan area and profile suggests a lean team operating with professional credentials guiding client service.

Sign up for free to view info

Email Format Employee directory