Our Story

Ashley Doyle – Certified Financial Planner™, Meredith Koenig – AAMS® & Financial Advisor, and Bill Anlyan – Managing Member are the trio that makes up the heart and soul of Lumina Wealth Management. We’ve honed our skills and explored our passions together since 2000 in Wilmington, NC.

What’s held us together for so long is a shared approach to wealth planning, management, and enjoyment. Lumina Wealth Management is rooted in a commitment to building lifetime relationships based on a trust in our expertise, exceeded portfolio expectations, and friendship.

Our skills come from an alchemy of education, in-the-trenches experience, and having a cadre of internationally respected economists and best-in-class investment managers supporting us daily. Oh, and, all that is bolstered by top-notch proprietary analytical software.

We all share a passion for helping individuals and organizations craft the right plan based on vision and stage-of-life. As situations change or strategies mature, we bring our trusted attorneys, accountants, and insurance specialists to the table.

We know from many years of experience that a solid financial plan today leads to wealth enjoyment tomorrow. Call us for a no-cost consult today at (910) 599-9409.