Lumora Wealth

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.