Lumora Wealth is a fee-only registered investment advisory firm, founded and led by Mark Duffy, CFA. Based in Melrose and proudly serving Woburn and Middlesex County, we provide personalized financial planning and investment management for professionals in healthcare and tech. Our mission is to help clients align their wealth with their values and long-term goals, offering transparent, conflict-free advice grounded in trust and expertise.
Lumora Wealth was created with a clear mission: to make high-quality financial guidance more accessible, personal, and aligned with what matters most to today’s professionals. We serve healthcare and tech professionals, small business owners, and families navigating key financial decisions—whether it’s managing equity compensation, preparing for retirement, or putting cash reserves to work with purpose and efficiency.
As a proud new member of the Woburn Chamber of Commerce, we’re excited to connect with local business leaders and professionals who value trust, transparency, and long-term thinking.
Visit us at www.lumorawealth.com or reach out to Mark directly at mark@lumorawealth.com.
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