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

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

Best Life Infinity, LLC provides investment management and comprehensive financial planning to individual and high-net-worth clients, including families of fallen service members and combat veterans served through its Military Survivor Financial Services practice. The six-advisor firm manages roughly $48 million across about 110 client relationships and implements portfolios using mutual funds, separate account manager portfolios, equities, bonds and options. The firm’s investment process emphasizes asset allocation and diversification informed by modern portfolio theory, macroeconomic and fundamental analysis, and employs both passive and active strategies as well as options and third‑party model portfolios. BLI typically manages accounts on a discretionary basis, may engage third‑party money managers, and uses covered‑call and other options strategies as part of its toolbox. Compared with many peer team firms, BLI offers performance‑based fee arrangements for qualified clients and a reduced performance arrangement for Military Survivors, a structure the firm notes is available in limited circumstances. The firm also provides specialized, low‑cost or pro bono planning and financial education to military survivors—sometimes supported by third‑party funding or donated advisor time—and discloses ERISA fiduciary guidance and written retirement advice materials for clients considering rollovers.

To learn more about the advisors currently working at Best Life Infinity, 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.

You can also browse Best Life Infinity, LLC's office locations.