Acquisition Synergy Perigon Wealth Management announced it acquired Lumin Financial, signaling a potential for cross-sell and platform integration within a national client base. This creates a path to offer scalable financial planning and fiduciary services aligned with Lumin's independent and no hidden fees approach. Opportunities include combining Lumin's CFP and Accredited Investment Fiduciary credentials with Perigon's infrastructure to serve more clients.

Fiduciary Advantage Lumin emphasizes independence and fiduciary standards, with CFP and Accredited Investment Fiduciary credentials. This positions the firm well for partnerships with RIAs and custodian platforms seeking fiduciary governance, unbiased advice, and transparent fee structures.

Tech Modernization The tech stack shows marketing and web presence via AppNexus, Facebook Pixel, Joomla, and common web assets. This suggests an opportunity to offer modern CRM, marketing automation, data analytics, and secure client portal integrations to improve client acquisition and retention.

Lean Team Needs A small team of 2-10 employees indicates a need for scalable back-office outsourcing, compliance support, and practice management tools to enable growth without scaling headcount. Potential offerings include outsourced operations, RIA on-boarding services, and cloud-based advisory platforms.

Expansion Opportunities Located in Michigan with a recent acquisition context, there is potential to expand into additional markets via Perigon's nationwide footprint. Sales opportunities include regional marketing packages, advisor recruitment services, and joint go-to-market initiatives to grow assets and client bases.