Broker Check

Our Team

At illumine financial we form our partnerships because of one simple word: complexity. Never in history has life been this complex. Better in many ways but increasingly complex. And ironically, the more wealth you accumulate the greater the complexity.  

We apply the collective insights and capabilities of every member of our in-house team and our external strategic partnerships. This experience includes over 80 years of bringing clarity to complex financial situations.  Our extended team includes domain experts in legal, accounting, tax, benefits, and charitable planning.

The Firms Behind Our Firm

Lion Street

Each of Lion Street’s 180 owner-firms has been carefully selected, held to the highest ethical standards, and approved by an executive committee. The term “owner” is – as each advisor is a stockholder in Lion Street – similar to being a partner in a law or tax firm. This model supports “fierce independence” compared to being an employee, broker, or member of an organization. Ownership in Lion Street is by invitation only – there are no members.

A Lion Street Advisor-Owner is focused on solutions for the advanced planning market, has developed and maintains a self-sufficient practice with experienced personnel to support their clients, and demonstrates a strong commitment to sharing ideas with their peers.

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Retirement Wealth Advisors

Now, more than ever, individuals are tired of financial advisors who are not 100% focused on their goals. RWA has a fiduciary responsibility to always place our clients’ interests ahead of our own. We deliver sophisticated portfolio management, personal relationships, and holistic financial planning.

Retirement Wealth Advisors (“RWA”) is a SEC Registered Investment Advisor headquartered in Grand Rapids, Michigan. The firm was founded in 2005 to serve the specific needs of retired or soon to be retired investors.

Over the past 10 years we have expanded throughout the United States, with over 180 independent financial advisors serving over 6,000 households and nearly 10,000 accounts.

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