A complete list of active advisors currently associated with Finances for Life, LLC

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Finances for Life, LLC is a small independent registered investment adviser serving individuals, high‑net‑worth clients, trusts, retirement plans, and other entities with investment management, financial planning (including modular "What's Working Analysis," Wealth Planning, and Legacy Planning), wealth management, and consulting services. As of February 2026 the firm reports roughly $793,200 in regulatory assets under management (all on a non‑discretionary basis) and additional assets under advisement associated with its planning and consulting engagements. The firm operates primarily on a non‑discretionary model, developing client‑specific Investment Policy Statements, using a limited power of attorney to implement client‑approved trades, and applying a mix of fundamental, asset‑allocation, and technical analysis with a generally long‑term orientation. Clients receive regular custodian statements, quarterly reviews, and secure online access, and retain final authority over implementation of recommendations. Distinctive features include an affiliated insurance business licensed to sell life, health, disability, and long‑term care insurance, with the firm disclosing that advisory representatives may receive customary commissions on insurance sales and providing advance disclosure to clients to address potential conflicts. The firm also does not aggregate client trades and operates with a very small client base and modest AUM, practices that can affect trade execution economics and how conflicts and disclosures are handled compared with larger peers.

To learn more about the advisors currently working at Finances for Life, 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.