You’ve already started your financial journey
But without a guide, how can you see what’s coming?
We can light the way.
We’re Luminary Financial Advisors.
Based in Cocoa Beach in Florida’s Space Coast, we’re an independent, experienced financial guide committed to offering the personalized attention needed to help reach & conquer life’s next steps.
Meet Warren Burger
Founder & CEO
When I ran trading desks on Wall Street for 27 years, I learned a lot more about money than simply investing.
I learned that emotion is not your friend when it comes to finances…
I learned that managing risk is as important as building wealth…
And I learned that paying taxes is inevitable – but leaving a tip for the IRS is not.
Now, as an independent financial advisor, I help my clients avoid making the same common blunders I saw over and over again as an institutional trader and finance expert.
But more than helping my clients avoid expensive mistakes…
What I really love is helping my clients figure out the right moves. Moves that help them reach their goals and realize their dreams.
Because the truth is your ideal financial plan is as unique as your fingerprint – no two are alike.
And that’s why I founded Luminary Financial Advisors.
I left Wall Street to pursue my own personal dream: a second act in life working with people, not institutions.
I wanted to use my three decades of industry knowledge and my passion for finance to help everyday people instead of big banks and major corporations. I wanted to make a real difference in real people’s lives. And Luminary Financial Advisors allows me to do just that.
Helping others feel empowered and confident in their financial future has been more rewarding than I could have imagined. Relieving the worry in a client’s eyes as we forge a path ahead together makes me feel like I’ve completed a job well done.
Outside of the Office
My wife, Maura, and I have two beautiful daughters, Hannah and Addison. When I’m not behind a desk, I love getting outdoors as much as possible – surfing, skiing, hiking with my dogs, cycling and listening to live music. I enjoy spending my free time volunteering with the Bike Ministry at my local church. We fix and rebuild bicycles for adults in need, as these bikes are often their only means of transportation.
If life feels like a balancing act,
You could probably use a hand to keep things steady
Financial Planning
Does this sound like you?
Growing your family, paying off a home, advancing in your career.
Reaching your peak earning years is about so much more than making money and saving diligently.
Investment Management
Your portfolio is an integral part of any financial plan.
Together, we can work to grow what you need and focus on protecting what you already have. As part of our fiduciary duty to act in your best interest, we put a special focus on aligning your portfolio with the rest of your financial picture and long-term goals.
Retirement Planning
Our two main objectives for retirement planning
- Help you live the life you have always dreamed without ever worrying about running out of money
- Saving you money on taxes throughout your retirement
We Can Help.
Our founder, Warren, has over 27 years of institutional trading & financial industry experience. Working as an independent advisor for families just like yours, Warren brings his insights and institutional-level management skills toward helping you organize and optimize your financial path forward.
Living, Holistic Financial Planning
Building a financial plan is at the foundation of what we do. We start by understanding what’s keeping you up at night, what milestones are headed your way and what you want your financial future to look like. From there, we develop tailored solutions and offer our unbiased advice to address every aspect of your financial picture. And because we believe finding true financial freedom is an ongoing process, we’re dedicated to standing by your side as you evolve and move through every stage of life.
Our Financial Planning Solutions Include:
Cash Management
Debt Analysis
Portfolio Management
Tax Planning
Estate Planning
College Funding
Insurance Analysis
Retirement Planning
Employee Benefits Analysis
Charitable Giving
Interested in seeing what working with us will look like for you?
OR
Here’s what we can do for you
Help Determine & Define Your Goals
Bring Organization to Your Financial Life
Offer Over Two Decades of Industry Insights
Give Access to Your Personal, Secure Financial Dashboard
Help You Minimize Taxes in Retirement
Educate & Empower Your Financial Decision-Making
Help Us Shed Some Light
On Your Financial Picture
Before we can illuminate your path forward, we need to understand where you’re headed today
Step 1:
Let’s Talk
Step 2:
Vision & Values Meeting
Step 3:
Getting Organized
Step 4:
Explore Possibilities Meeting
Step 5:
Implementation & Ongoing Review
We’ll start things off with a 30-minute phone call. This will allow us to further introduce our firm and ask questions about you, your family and your finances.
If you think we may be a good fit for your unique concerns, we’ll get together either in person or virtually to further breakdown your needs, goals and how we can help.
During this time, we’ll start taking a deeper dive into your current financial standing as we gather any relevant data and ensure we have what we need to start developing your tailored plan.
Once we’ve had some time to look over and assess your financial picture, we’ll develop our custom strategies and solutions based on the financial path you’d like to see yourself taking. We’ll make adaptations together to ensure every piece is well-suited to your goals and level of comfortability.
When you’re educated on your options and comfortable with the strategies presented, we’ll get to work putting your plan into place. From here, we’ll be available any time to text, email or call with questions, concerns or to discuss new developments in your financial life.
Step 1:
Let’s Talk
We’ll start things off with a 30-minute phone call. This will allow us to further introduce our firm and ask questions about you, your family and your finances.
Step 2:
Vision & Values Meeting
If you think we may be a good fit for your unique concerns, we’ll get together either in person or virtually to further breakdown your needs, goals and how we can help.
Step 3:
Getting Organized
During this time, we’ll start taking a deeper dive into your current financial standing as we gather any relevant data and ensure we have what we need to start developing your tailored plan.
Step 4:
Explore Possibilities Meeting
During this time, we’ll start taking a deeper dive into your current financial standing as we gather any relevant data and ensure we have what we need to start developing your tailored plan.
Step 5:
Explore Possibilities Meeting
During this time, we’ll start taking a deeper dive into your current financial standing as we gather any relevant data and ensure we have what we need to start developing your tailored plan.
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TOGETHER, WE’LL BRING YOUR FINANCIAL GOALS TO LIGHT
Located on Florida’s Space Coast & Serving Families Across the Country
In-person | Over the Phone | Remote
Our Location – Cocoa Beach, FL
LUMINARY FINANCIAL ADVISORS
1980 N. Atlantic Ave. Unit 411
Cocoa Beach, Fl 32931
Call or Text: 321-333-4923
Email: warren@luminaryfinancialadvisors.com
Our fees
Annual fees: Annual fee is based on your net worth using the schedule below. This is best suited for someone who prefers a long-term relationship for ongoing services related to their Financial Plan. Time used to prepare the Financial Plan is included in the fee. The fee can be paid monthly, quarterly, semi-annually or annually through the investments, credit card, or direct bill.
Net Worth |
Annual Fee |
Less than $250,000 | $2,400 per year |
$250,000-$499,999 | $3,000 per year |
$500,000-$749,999 | $4,200 per year |
$750,000-$999,999 | $5,400 per year |
$1,000,000-$1,249,999 | $6,000 per year |
$1,250,000-$1,499,999 | $7,200 per year |
$1,500,000-$1,749,999 | $8,400 per year |
$1,750,000-$1,999,999 | $9,600 per year |
$2,000,000-$2,999,999 | $10,800 per year |
$3,000,000 and above | Negotiable |