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You’ve Already Started Your Financial Journey. 

But Without a Guide, How Can You See What’s Coming?

We Can Light the Way.

Discover Luminary

We’re Luminary Financial Advisors.

Your independent, experienced financial guide committed to offering the personalized attention needed to help reach & conquer life’s next steps.

And 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

Prepare You to Pay For a Child’s Education

Educate & Empower Your Financial Decision Making

Meet Warren Photo

Meet Warren

Warren Burger | Founder & CEO

There’s no denying it, personal finance plays such an intricate part in all of our lives - yet so many of us are left figuring out how to manage it on our own. By helping others feel empowered and confident in their financial future, financial planning has given me the opportunity to impact others in a positive and rewarding way. Relieving the worry in a client’s eyes and forging a path ahead together is what makes me feel like I’ve completed a job well done.

While the desire to help individuals and families on a personal level has brought me to the independent advisory space, I bring with me over 27 years of experience working in institutional finance on Wall Street. While there, I developed a breadth of deep industry knowledge I can apply to helping people on an intimate level.

I start each day by carefully assessing international and domestic markets, making sure my clients and I are aware of any changing dynamics and their portfolios are prepared for what lies ahead. Following the markets at a close level is something I’m passionate about, and I’m thankful my clients are able to benefit from it.

Education, Designations & Registrations

I earned my bachelor’s of science in Business, Management and Economics from SUNY Empire State College and my MBA in International Business from the Florida Institute of Technology.

I currently have my FINRA Series 65 registration and certificate in Financial Planning from the College for Financial Planning.

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.

Interested in Working Together?

Schedule a Time to Talk

If Life Feels Like a Balancing Act,

You Could Probably Use a Hand to Keep Things Steady

Growing your family, buying a home, advancing in your career.

Reaching your peak earning years is about so much more than making money and saving diligently.

Does This Sound Like You?

You’re Saving Up to Send a Kid Off to College

Preparing For the Retirement Lifestyle You’ve Always Imagined

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 Assessment
  • Tax Planning
  • Estate planning
  • College funding
  • Insurance analysis
  • Retirement planning
  • Employee benefit analysis
  • Charitable gifting

Interested in Seeing What Working With Us Will Look Like For You?

Learn About the Next Steps   or     View Our Fees

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.

We Bring Value to Your Portfolio By

  • Acting as an unbiased sounding board
  • Separating emotions about money from financial decision making
  • Taking care of the heavy lifting for you
  • Giving back your time & energy to focus on more important matters
  • Leveraging 27+ years of experience in institutional trading
  • Aligning your portfolio with your future financial needs

We’re Dedicated to Managing Your Portfolio Based on You

Not the Hottest Trends in Trading

If That Sounds Like What You Need, We Should Talk. 

Schedule a Meeting

College tuition has been steadily on the rise, and it doesn’t appear to be slowing down anytime soon.

But as a parent with the means to help your child obtain higher education, you want to know you’re saving in an effective and savvy manner - while still thinking about your own retirement needs coming 5, 10, 15 years down the line.

We Specialize in Helping Parents Save For Their Child’s College Without Robbing Themselves of Future Financial Freedom

As you start buckling down on your college planning options, we can help you with:

  • Understanding and maximizing financial aid
  • Selecting a suitable school
  • Searching through tax credits & tax-savings strategies
  • Strategizing your loan options
  • Optimizing your 529 plan
  • Appealing offers from financial aid

Are You a Parent Wondering How You’ll Pay For College?

We’re Here to Help

Schedule a Time to Talk

Help Us Shed Some Light

On Your Own Financial Picture

Before We Can Illuminate Your Path Forward 

We Need to Understand Where You’re Headed Today

Step 1:

Get to Know You

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:

Client Engagement 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:

Presenting Your 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.

Step 5:

Implementation & Ongoing Review 

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.

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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

We’re Excited to Work With You.

Have a question? Interested in learning more about our firm? Simply fill out the form below or schedule a time to talk today.