Lumora Wealth Management LLC (“Lumora Wealth”) is a boutique, Massachusetts-based, fee-only registered investment advisory (RIA) firm founded and led by Mark Duffy, CFA. With over a decade of institutional investment experience, Mark brings the rigor of Wall Street to a select group of professionals, founders, and business owners navigating life’s most complex financial decisions.
We specialize in deeply personalized financial planning and investment management, with an emphasis on clarity, values alignment, and long-term impact. Every client relationship begins with understanding the full picture—not just assets, but aspirations.
As an independent fiduciary, we answer only to our clients. We do not sell products or accept commissions. Our advice is conflict-free by design and rooted in transparency, simplicity, and trust.
We proudly serve clients across Massachusetts and beyond, offering modern, technology-enabled service with an uncompromising personal touch.
“Likes” or other comments are not intended to be endorsements of Lumora Wealth or our services.
Company Details
- Employees
- 1
- Founded
- 2024
- Address
- Melrose, Massachusetts 02176, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.lumorawealth.com
- Keywords
- Financial Planning, Portfolio Management, Estate Planning for Young Families, Retirement Planning, Fixed Income, Bonds, Custom Bond Portfolios, SMAs, Cash Management Solutions, Small Business, Equities, Alternative Investments.
- HQ
- Melrose, Massachusetts
Lumora Wealth Questions
Lumora Wealth's website is http://www.lumorawealth.com
Lumora Wealth's LinkedIn profile is https://www.linkedin.com/company/lumora-wealth
Lumora Wealth has
1 employees.
View email and phone details for 1
employees at Lumora Wealth.
Lumora Wealth's industry is
Financial Services
Lumora Wealth's top competitors are
Lumora Consulting,
Innovación Y Ecología Aplicada S.a.c.,
Peakview Capital,
Hyde Park Investment Services, Inc.,
Reloop,
Renewable Advisors,
Hoagland Management & Consulting Llc,
Twc Payments,
Aequitas Investment Advisors, Llc,
Augcap.
Lumora Wealth's categories are Financial Services
Lumora Wealth's founding year is 2024
