Financial Planning, investment management and consulting, public speaker and seminar leader. Specializing in working with Creatives.

We are an independent financial planning and consulting firm in Portland, Oregon, focused on engaging open-minded and creative individuals in strategically managing their financial assets to serve their own highest values. At Lunaria Financial we understand that not all assets are financial and that not all success is monetary. Our perfect client is committed to wealth creation strategies that engage both sides of the brain and enrich our lives and our communities. Securities and Advisory ...

We are an independent financial planning and consulting firm in Portland, Oregon, focused on engaging open-minded and creative individuals in strategically managing their financial assets to serve their own highest values. At Lunaria Financial we understand that not all assets are financial and that not all success is monetary. Our perfect client is committed to wealth creation strategies that engage both sides of the brain and enrich our lives and our communities. Securities and Advisory Services Offered Through KMS Financial Services, Inc. Member FINRA, SIPC