Not only is Lumia Wealth joining the same firm that acquired The Planned Approach in September, it also is following a similar approach and donating a portion of its sale proceeds to Operation Breakthrough.St. Louis firm with national reach buys another KC-area financial planner
Not only is Lumia Wealth joining the same firm that acquired The Planned Approach in September, it also is following a similar approach and donating a portion of its sale proceeds to Operation Breakthrough.