A complete list of active advisors currently associated with Best Life Financial Planning, LLC

Warmer can help you find a great advisor at Best Life Financial Planning, LLC or one who fits your needs even better.

Best Life Financial Planning, LLC is a fee-only, independent advisory firm run by a single principal that provides comprehensive financial planning to individuals and high‑net‑worth clients through both project-based and ongoing engagements. Investment management is offered only to clients who subscribe to the ongoing planning service, and the firm reported no assets under management on its initial ADV filing. The firm’s advisory work centers on holistic planning topics such as cash flow, retirement distribution strategy, tax-aware investment placement, insurance review, and risk management, and it may refer clients to third‑party professionals as appropriate. For implementation it describes a Modern Portfolio Theory framework and a preference for passive, asset‑allocation solutions (index funds and ETFs), uses institutional custodians, and discloses the use of AI tools subject to human review. Compared with many independent peers, BLFP does not rely on percentage‑of‑AUM billing and instead charges fixed or hourly planning fees, and its investment management is explicitly tied to an ongoing planning engagement rather than offered as a stand‑alone AUM service. The firm is newly formed and its principal holds the AFC® and MQFP® credentials and has military financial counseling experience, which may signal specialized familiarity with military and federal personnel financial issues.

To learn more about the advisors currently working at Best Life Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
David Robinson	Longmont, CO	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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