Luminary Financial Advisors of Cocoa Beach

Luminary Financial Advisors is a Financial Planner in Cocoa Beach, FL, located at 1980 N Atlantic Ave STE 411. The firm provides financial planning services locally in the FL Space Coast and throughout the country. It is led by Founder and CEO Warren Burger, who brings 27 years of experience running trading desks on Wall Street to his role as an independent financial advisor.

Burger founded Luminary Financial Advisors after leaving institutional finance to work with everyday people instead of big banks. His approach focuses on managing risk, building wealth, and addressing tax efficiency to help clients avoid common financial mistakes. He emphasizes that emotion is not a friend in finances and that managing risk is as important as building wealth. The firm provides personalized financial planning designed to help individuals reach specific life goals and realize their dreams through unique financial plans.

Luminary Financial Advisors has a 5.00 rating based on 1,980 reviews. This reflects a strong local reputation and an established track record built on a large base of customer feedback. The firm offers personalized financial guidance to help clients navigate their financial futures from their office in Cocoa Beach.

The office sits on N Atlantic Ave, a main road, and is about 0.2 miles from Sidney Fischer Park and 0.3 miles from Lori Wilson Park.

BizScoreAI gave the business a Content Quality score of 100 out of 100, meaning the website answers customer questions clearly so AI assistants can quote it directly. The Technical score is 91 out of 100, showing the site is secure and easy for search engines to read. It ranks number 1 of 3 Financial Planner businesses that BizScoreAI has scored in Cocoa Beach.