The key to financial health

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

Ultimately it is 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.

Check the background of this firm on FINRA’s BrokerCheck.

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 Financial® 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

 

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein.  We may only offer services in states in which we have been properly registered or are exempt from registration.  Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.