About Us
Lumos Wealth Advisors
Who We Are
Welcome to Lumos Wealth Advisors, a fresh and dynamic firm in the financial services landscape, built on over 40 years of combined experience working with all generations and a passion for helping clients in Richmond, VA and beyond pursue financial success.
Founded by wealth advisors Dave Robinson and Michael Rawls, Lumos brings together two experienced professionals dedicated to illuminating the path to financial independence for each and every client.
Our Story
Our clients are at the heart of everything we do.
Though Lumos Wealth Advisors is a new organization, our roots run deep. Our founders have spent decades honing their skills in wealth management, investment strategies, tax planning, and retirement solutions. Dave brings over 30 years of experience, while Michael has more than 10 years of valuable industry knowledge. Together, they have set Lumos up to reflect their shared commitment to always put clients’ needs first.
This commitment is not merely a business ethos; it’s a deeply ingrained belief that wealth management should encompass more than just numbers on a balance sheet.
We are driven by the genuine desire to provide our clients with a holistic approach to their financial well-being, one that goes beyond mere financial growth.
Whether you’re searching for a financial planner in Richmond, VA, or simply looking to take control of your financial future, our clients are at the heart of everything we do, and we pride ourselves on our customized financial strategies that connect with each client’s unique goals and aspirations.
Our Philosophy
Our philosophy is built on three core principles: education, reliability, and collaboration. These principles guide everything we do, from client relationships to financial strategies.
Education & Transparency
We help individuals and families with $1 million or more in investable assets navigate challenges such as legacy planning, investment management, and tax planning. We work with you to create multi-generational strategies that seek to enhance stability and growth.
Reliability
At the heart of every lasting relationship is a sense of confidence, reliability, and shared understanding. We show up consistently, listen closely, and follow through on what we say—so you know where you stand and what to expect. Over time, this steady presence and open communication create the kind of partnership that feels dependable and grounded.
Collaboration
Collaboration is key. We view our relationships with clients as true partnerships. By actively listening and involving our clients in the decision-making process, we work together to create customized strategies that align with their unique financial objectives. We understand that the path to financial success is an ongoing journey, and we are committed to being your dedicated partner every step of the way.
Why Choose Lumos?
Our founders bring decades of experience to the table so that every client receives sound advice rooted in knowledge and skill.
In advisory relationships, we are held to the highest standard of care, always putting your best interests first.
Each client is unique, which is why we offer customized strategies that match your specific goals.
As an independent firm, we’re not beholden to any product or institution, allowing us to offer customized financial guidance.
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Your Path to Financial Success
Ready to start your journey toward financial prosperity? Contact us today to learn more about how Lumos can help brighten your path to a successful financial future.
