Get In Touch

Contact Us

We would welcome the opportunity to be your dedicated financial advisor and help you with your financial planning. Get in touch with us today to get started!

We’re here to help with your questions and worries about your finances—whatever those might be. Whether you’re ready to get started or just want to reach out with questions about our services, please don’t hesitate to get in touch.

Find us at

Company
Services
Who We Serve
Get In Touch
© 2026 Lumos Wealth Advisors. All Rights Reserved.

Website designed by Indigo Marketing Agency.

Go To LPL Financial Form CRS

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.