Our Mission
At Lumora Wealth, we help individuals, families, and small businesses align financial success with their goals and values—while giving them more time to focus on what matters most. As an independent, Massachusetts Registered Investment Advisor (RIA), we provide a concierge experience, guiding clients toward meaningful growth with expertise and personal care.
Our Commitment
Operating on a fee-only, commission-free basis, we ensure that our advice is unbiased and solely in your best interest. Our fiduciary duty obligates us to act with the utmost integrity, providing transparent and trustworthy guidance.
Our Purpose
We specialize in navigating significant financial events—such as IPOs and acquisitions—crafting personalized strategies that reflect your aspirations and long-term goals. Your success is our priority.
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.
Mark J Duffy, CFA
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