Simplify. Empower. Illuminate.

independent Fee-only Financial planning based in northern virginia

Our clients tend to have a few things in common:

  • They want to provide the best future possible for themselves and their families

  • They are too busy with careers, activities, and carpools to focus on their financial goals and investments

  • They want unbiased advice with a transparent fee structure

If this describes you and your family, let's have a conversation. Together, we'll build a workable plan that will take you from overwhelmed and unsure to confident and empowered.

The approach? Collaborative, empowering, and ongoing.

Learn more about the planning experience.

Luminate is a fee-only, independent financial planning and investment advisory firm registered in the state of Virginia.

Alyssa Lum, MBA, CFP®

Want to take control of your financial life?

Let's work together!

To schedule a complimentary Get Acquainted appointment, click here.

Learn more about Alyssa Lum