Serving

Business Owners

At Lumos, we understand the unique challenges and opportunities business owners face. We offer business coaching in Richmond, VA and nationwide that seeks to optimize your business, build wealth, and plan for a smooth future transition, with a strong focus on business succession planning.

How We Help

Grow your business, build wealth, and plan for a smooth future transition.

Business Consulting and Strategy

We take a holistic approach, developing customized business strategies that seek to optimize profitability and long-term sustainability. Whether expanding into new markets or improving cash flow, we provide knowledgeable guidance to help your business thrive.

Business Transition Planning

Preparing for a business transition—including selling, passing ownership, or retiring—requires careful planning. Our team works with you to develop a transition strategy that makes the most of the value of your business while creating a smooth process for you and your family. Our goal is to help you preserve your legacy while pursuing your ideal financial future.

Strategic Benefits Planning

We help business owners design and implement retirement plans that align with their company’s values and long-term goals. From selecting the right plan structure to coordinating with third-party administrators, we handle the details so you can stay focused on running your business.

Comprehensive Wealth Management

In addition to business strategies, we offer investment management, tax strategies, and retirement planning. Our comprehensive approach keeps your business success aligned with your personal financial goals, helping preserve your wealth for the future.

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Build Your Financial Future

Schedule a consultation today and see how business coaching in Richmond, VA and business succession planning can empower your success.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Capital Asset Advisory Services, LLC, dba CG Advisory Servies, a registered investment advisor.  Capital Asset Advisory Services, LLC., CG Advisory Services, Lumos Wealth Advisors and Lumos Wealth Management are separate entities from LPL Financial. 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.