We’re building a firm where exceptional advisors can do the best work of their careers, and where the culture actually reflects the values on the wall.
Lumos is not a traditional advisory firm. We’re built around a genuine belief that strategy should lead, that disciplines should connect and that advisors should have the space to do their best work.
That means smaller books. Deeper relationships. Work that actually matters to the people you’re doing it for.
If that sounds like what you’ve been looking for, we’d like to hear from you.
With clients, with each other and with the wider community. We build trust through honesty, responsiveness, curiosity and care. We listen properly, we keep people updated, and we ask before we assume.
We take responsibility, deliver quality work and keep improving. You own a task from start to finish, and we would rather you raise something early than let it slide.
We work with purpose, rest with intention and protect what matters. Great work and a good life are not in competition, and we build the firm on that basis.
We invest in understanding the people we work with, colleagues and clients both. Not just the file in front of us.
We don’t always have a role listed. But if you’re an accountant, financial planner, lending specialist or adviser who wants to work in a genuinely different environment, reach out.
Tell us who you are, what you’re looking for and why Lumos interests you. We’ll take it from there.