A complete list of active advisors currently associated with Financial Lifestyle Management

Warmer can help you find a great advisor at Financial Lifestyle Management or one who fits your needs even better.

FLM provides fee-only financial planning and discretionary portfolio management primarily for individuals and families, and also serves trusts, estates, business entities and charitable organizations. The firm acts as a fiduciary and manages roughly $31 million in discretionary client assets across about 114 client relationships. The firm’s investment process emphasizes asset allocation documented in written Investment Policy Statements and uses a mix of active and passive mutual funds and ETFs, with access to individual equities, fixed-income instruments, structured notes and REITs when appropriate. FLM typically implements strategies on a discretionary basis, conducts regular monitoring and rebalancing, and may recommend third‑party managers or custodial solutions to support portfolio administration. Compared with many independent advisers, FLM is notable for including charitable organizations among its client types and for providing limited tax‑preparation support to a small number of clients. The firm also combines a preference for low‑cost, no‑load investments with the flexibility to include less liquid or alternative instruments and outside managers for specialized allocation needs.

To learn more about the advisors currently working at Financial Lifestyle Management, 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.