The key to financial health

We believe that simplicity and clarity leads to freedom. The key to financial health is developing flexibility and resilicency. We want you to understand the investments you own and the plan we are putting in place.

Ultimately its your life that matters

At Lunaria Financial we focus on what you can control while developing a deeper awareness of what matters most to you and your family.

Write your own story

We leverage your creative spirit so that you understand your money story. We integrate traditional financial planning with innovative tools that build confidence.

Holistic Financial Planning + Sound Investment Management =

Sustainable, Values Driven Wealth

Is Lunaria Financial right for you?

1

Are you interested in transforming your money story?

 

2

Do you want help managing your investments?

 

3

Are you ready to engage in an innovative process of financial planning that will increase your confidence, self-awareness, and savvy while creating a unique roadmap to reach your dreams?

 

4

Do you like the idea of aligning your personal financial plan with your business finances?

 

5

Are you willing to invest in yourself so that you have tools and skills for building and maintaining your net worth?

If you answered yes to at least two of these questions—

we would love to offer you a free phone consultation.

Call (503) 452-7000 to schedule.

 

Or Get in Touch

Inspire * Sustain * Invest

Our philosophy comes through in everything we do for you, watch Luna tell you more.

Meet our team

At Lunaria we focus on what you can control while developing a deeper awareness of what matters most to you and your family.  We leverage your creative spirit so that you understand your money story.  We integrate traditional financial planning with innovative tools that build confidence.

FIND OUT MORE ABOUT US