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Luminary Wealth
Luminary Wealth pairs clients with credentialed advisors to create fully customized financial plans for life changes, retirement, and related goals.
Overview
Luminary Wealth pairs clients with credentialed advisors to create fully customized financial plans for life changes, retirement, and related goals. They are fee-only fiduciaries offering a Financial Guidebook plus ongoing investment management, planning sessions, and 24/7 advisor access. The firm serves working professionals, those nearing retirement, and retirees.
General information
Firm type
RIA
Principals
Scott Krafft
CFA, CPA/PFS — Co-Founder and Wealth Advisor
Bob Rachlow
FSA, MAAA — Co-founder and Wealth Advisor
Andy Krafft
CPA, CFP® — Wealth Advisor
Aaron Krafft
CPA — Owner of Luminary CPA
Frequently asked questions
Why is there no website or LinkedIn presence for Luminary Wealth?
A complete absence of digital presence is a deliberate choice by the principals to maintain privacy and operational security. It is not uncommon for single-family offices managing concentrated, single-source wealth to avoid public recruitment branding, deal publicity, and industry visibility.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
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