Matthew Tremaine CFP, CMFC, CLTC, CRPC

10/26/2026

We're heading to the Greater Pittsburgh Community Food Bank for our National Day of Service on Friday, November 6th, and there are still a few spots available for anyone interested in joining us.

Don't miss your chance to make a difference alongside our team. Once registration closes at 12:00 PM on October 26, sign-ups will no longer be accepted.

✅ Volunteer ✅ Give back ✅ Make an impact

Register now: https://bit.ly/4z1y3LX

Oh no! The sign up deadline was and we're no longer to accept online registration. If you believe this is in error, please contact [email protected]

10/23/2026

Nothing says fall quite like a trip to the family farm. 🍂🎃

For Barb and her family, pumpkin season means heading back to the farm where generations of memories have been made. This year, Luca and Arlo helped load up the car with the perfect pumpkins, creating another tradition-filled day they'll remember for years to come.

What's your family's favorite fall tradition? 🍁

10/21/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/19/2026

As the seasons begin to shift, it's a great reminder to spend time outdoors before cooler days settle in. Megan and her husband enjoyed a hike along the Rachel Carson Trail earlier this season, taking in the fresh air and scenic surroundings. 🌿

10/16/2026

Bringing your future into focus also means enjoying the journey along the way.

For Jen, that often includes spending time with Ella. Whether she's grazing in the field or relaxing in her stall, Ella is a reminder to slow down, stay grounded, and appreciate the moments that matter most.

10/14/2026

Every financial decision starts with a simple question: What's best for the client?

At Lumina Planning Partners, that commitment guides every conversation, recommendation, and strategy we create. Because your goals should always come first.

10/13/2026

We're excited to welcome our newest team member, A.J. Quahliero, to Lumina Planning Partners as our Financial Planning Assistant!

Originally from New Castle, PA, family remains at the center of everything he does. Whether he's spending time with his nephews and niece, helping out at his family's funeral home, squeezing in a round of golf, or working toward his goal of reading a new book every month, he brings dedication and curiosity to all aspects of life.

When A.J.'s not in the office, you'll likely find him exploring Pittsburgh's restaurant scene or planning his next beach getaway. We're thrilled to have him on the team and can't wait for our clients and community to get to know him.

Please join us in giving A.J. a warm welcome!

10/11/2026

Our offices will be closed on October 12 in observance of Indigenous Peoples Day. We look forward to reconnecting and serving you when we return.

10/07/2026

Financial confidence isn't just about having a plan. It's about having someone in your corner as life unfolds.

At Lumina Planning Partners, we're proud to combine personalized guidance with the strength and resources of a firm that has been helping clients navigate financial decisions for more than 130 years.

10/06/2026

Team meeting day ✔️

Last Friday, we gathered to share ideas, celebrate wins, and focus on how we can continue serving our clients well. These moments remind us just how fortunate we are to work alongside such a dedicated group of people.

And if you look closely, you might spot a new face in the room... 👀... stay tuned!

Don't keep us a secret! Referrals are one of the greatest compliments we can receive, and we're always happy to help the people who matter most to you.