A complete list of active advisors currently associated with Design Life's Journey, LLC

Warmer can help you find a great advisor at Design Life's Journey, LLC or one who fits your needs even better.

Design Life’s Journey serves individuals, high-net-worth clients, and small business owners by providing ongoing portfolio management, customized financial planning, and related services such as tax preparation and business advisory. The firm’s brochure notes it prepares individualized Investment Policy Statements and delivers financial plans alongside client-facing programming including webinars, workshops, and speaking presentations. The firm builds portfolios around each client’s goals, time horizon, and documented risk tolerance, with regular reviews (quarterly to annually) and the option for discretionary trading while generally discussing trades with clients when possible. Its investment process combines fundamental, quantitative, technical, charting and cyclical analysis and uses both offensive and defensive tactics, long- and short-term strategies, bucket-style income planning, and occasional options or stop-loss parameters. What distinguishes the firm from many peers is the mix of advisory and outside business activities disclosed in the brochure: the principal is a licensed insurance agent and the firm offers insurance products and other financial services alongside advisory work, and the principal allocates significant time to tax preparation and business advisory services. The brochure also highlights the firm’s regular educational programming (some fee-based, some discounted for clients) and participation in an institutional custodian program, disclosures that point to additional revenue sources and third-party relationships the firm documents for clients.

To learn more about the advisors currently working at Design Life's Journey, 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
Deborah Matz	Dawsonville, GA	16

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