Founded in 2017 by Heather R. Locus, CFP®, Luma Wealth Advisors is a Cleveland-based registered investment advisor (RIA) that specializes in providing financial guidance to women, particularly during significant life transitions such as divorce, widowhood, or career changes. The firm's mission is to offer a supportive and educational environment where clients can create financial plans that align with their personal values and future goals. Luma Wealth Advisors is a partner firm of Focus Financial Partners, which provides access to a broad network of resources and expertise while maintaining its client-centric approach to wealth management.

Founded in

United States