Lumora Wealth Management

Lumora Wealth is a Melrose-based, fee-only financial planning firm founded by Mark Duffy, CFA. We specialize in personalized wealth management for professionals in biotech, healthcare, and other complex fields. As a fiduciary, we’re committed to providing transparent, purpose-driven advice to help our clients navigate life’s biggest financial decisions with clarity and confidence.

Lumora Wealth is an independent, fee-only financial advisory firm based in Melrose, MA. Founded by Mark Duffy, CFA, we provide personalized wealth planning and investment advice for professionals in biotech, healthcare, and other complex fields. As a fiduciary, we offer transparent, values-driven guidance tailored to your goals — not product sales. Whether you’re planning a liquidity event, managing equity comp, or preparing for the future, we’re here to help you move forward with clarity and confidence.