A complete list of active advisors currently associated with Financial Life Designs LLC

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

Financial Life Designs LLC serves individual clients, including high-net-worth households, through fee-only financial planning and discretionary portfolio management. The firm manages roughly $38 million across a small client base and offers both comprehensive and modular planning engagements, retirement rollover guidance, and coordination with outside professionals to implement plan recommendations. The firm’s process is planning-first, following a structured financial planning framework and using written investment policy guidance when requested. Portfolios are built from diversified allocations of equities, mutual funds/ETFs and fixed income, informed by both fundamental and technical analysis and by portfolio-construction tools such as modern portfolio theory and risk-adjusted measures; the firm typically operates with discretionary trading authority and conducts ongoing monitoring and annual reviews. What is distinctive is the small advisory team with relatively high assets per client, which corresponds with a relationship-focused delivery model and separate, plan-specific billing for ongoing plan review (fees for those reviews may be waived if the firm also provides portfolio management). The firm is fee-only and receives certain custodial support and economic benefits from its custodian, a relationship the brochure discloses as a potential conflict of interest, and it leaves proxy voting decisions to clients rather than voting client proxies itself.

To learn more about the advisors currently working at Financial Life Designs 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.