Boutique Firm Rooted in Trust, Simplicity, and Purpose
Lumora Wealth helps individuals, families, and small business owners align financial success with their goals and values, while freeing up time to focus on what matters most. As an independent, fee-only Registered Investment Advisor based in Massachusetts, we provide a concierge experience rooted in expertise, transparency, and personal care. Whether you are managing equity compensation, navigating a life transition, or building a business, every recommendation is backed by thoughtful research, real-world experience, and a deep respect for your goals. We explain the reasoning behind each step so you can move forward with clarity and confidence.
Our Advisor
Lumora Wealth is led by Mark Duffy, CFA, CFP, a fiduciary advisor with over a decade of experience in institutional investing, research, and financial planning. Mark is a CFA® charterholder, a CERTIFIED FINANCIAL PLANNER™ professional, and holds a master’s degree in finance. He combines technical expertise with a values-based approach, helping clients make informed decisions that reflect their goals and what matters most to them.
Community
We believe financial planning is most meaningful when it’s rooted in real connection. Lumora Wealth is a proud member of the Melrose and Woburn Chambers of Commerce and a business sponsor of the Melrose Farmers Market. These partnerships reflect our values: supporting small businesses, fostering local relationships, and contributing to the well-being of the community we call home.
Professional Networks
We are proud to be a NAPFA-Registered Financial Advisor and a member of the Advice-Only Network and Fee-Only Network, reflecting our commitment to transparency, fiduciary duty, and client-first advice.
