FOR FINANCIAL ADVISORS

We can help simplify and grow your business.

We’re building relationships with advisors at every stage of their careers. Whether you want to join us, partner with us, sell your business to us, or simply know we’re there if something unexpected happens. Our experience, attention to detail, and focus on process set us apart as a partner.

$105M+

ASSETS UNDER MANAGEMENT

2

SUCCESSFUL ACQUISITIONS

99%+

3 mo.

LOI-TO-CLOSE TIMELINE

CLIENT RETENTION

WHY LUNA

What sets LUNA apart as a partner.

Process-Driven

We have thoughtfully designed our processes to work well for clients and advisors.

Active Growth

We are proactive and relentless, resulting in steady organic and acquired growth.

Attention to Detail

At our core, we enjoy rolling our sleeves up and sweating the details. We HATE mistakes.

Relationship-First

We minimize Advisor ‘desk work’ to maximize face time and have real relationships with our clients.

WHO WE’RE LOOKING FOR

We partner with
advisors at every stage.

There’s no single profile of the right LUNA partner. What we look for is alignment in values, a client-first mindset, and a genuine fit — whatever the structure.

These four paths cover most of the situations advisors bring to us. Read through and see which one sounds like you.