A Clear Path. A Personal Touch.
We make financial advice feel less like a transaction — and more like a conversation.
Our process is grounded in understanding what matters most to you, and building a plan that supports it.
Advice That Fits Your Life.
At Luna Wealth, we believe financial advice should feel personal and empowering. Founded by Chelsea Vermillion and Taylor Bannister, two experienced financial advisers with a shared commitment to quality, Luna Wealth was created to bring a fresh and modern perspective to the financial advice space.
With close to two decades of combined experience across financial planning, business operations, and mortgage broking services, we understand that meaningful advice goes far beyond strategy. It starts with listening. By taking the time to understand what truly matters to you, we provide advice that aligns with your lifestyle and supports your long-term goals. Whether that’s growing your wealth, protecting your family, or simply gaining control over your finances.
As a women-led business, we’re proud to be creating a space in the industry where clients feel seen, supported, and understood. We combine technical expertise with genuine care and a transparent approach that puts your needs first. Whether you’re just starting out, navigating life changes, or planning for the future, we’re here to walk alongside you with advice that’s as strategic as it is supportive.
Take The Next Step.
Let’s Talk About What Matters to You.
Start with a 15-minute discovery call: it’s simple, helpful, and completely tailored to your needs.
No obligations, just a genuine conversation to explore how we can help you move forward with clarity and confidence.