Clarity and Confidence for Life’s Financial Transitions

Empowering modern women to align money with their values and legacy

Mention Entreprenista in your complimentary intro call to receive $50 off your first financial planning engagement with Lunea Wealth Management

Your Wealth Wingwoman for Purposeful Planning & Legacy

Lunea Wealth Management partners with modern women ready to bring intention and clarity to their money. Whether navigating a major transition, building a business, or planning a legacy, we provide fee-only financial guidance rooted in both strategy and care. Think of us as your trusted wealth wingwoman—here to simplify the complex, align your finances with your values, and empower you to move forward with confidence. At Lunea Wealth, your wealth becomes a tool for freedom, impact, and peace of mind.

Purpose First

Every strategy begins with your vision and values - not products or jargon - so your financial plan reflects what matters most.

Life-Centered

Lunea Wealth plans with your seasons in mind, guiding you through transitions with grace, clarity, and steady support.

Clarity & Confidence

Alexandra simplifies the complex, replacing overwhelm with ownership so clients move forward empowered and assured.

A Message from Alexandra (Lex) Mickelson, MBA, Co-Founder

I started Lunea Wealth because I saw what was missing in this industry—a space where women feel truly seen, supported, and empowered in their financial lives. Too often, advice feels impersonal or overwhelming. Here, it’s different. Lunea exists to simplify the complex, honor your values, and walk alongside you with clarity and care as you design the life and legacy you deserve.