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, a fiduciary advisor with over a decade of experience in institutional investing, research, and financial planning. Mark holds the Chartered Financial Analyst (CFA) designation and a master’s degree in finance. He combines technical expertise with a values-based approach, helping clients make informed decisions that reflect both their goals and what matters most to them.
What Clients Are Saying
“Mark took a big-picture view of our finances. Retirement, college savings, tax planning and made it all feel manageable. His fixed income expertise helped us rethink our investment approach, and the planning tech made the whole process seamless.” – Google Review
Our 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.
