A complete list of active advisors currently associated with Glenmore Financial, Inc, Lifesighted

Warmer can help you find a great advisor at Glenmore Financial, Inc, Lifesighted or one who fits your needs even better.

Glenmore Financial is a fee-only advisory firm that serves individual clients and families, and operates a branded practice, LifeSighted, aimed at young professionals. The firm offers comprehensive financial planning and investment management alongside retirement, estate, insurance, and tax planning services, and it provides individual tax preparation as part of some engagements or on a standalone basis. The firm’s approach emphasizes individualized, tax-aware planning: recommendations are built around a client’s tax situation, risk tolerance, cash flow and goals, and portfolios are generally implemented with low-cost no-load index mutual funds, ETFs, U.S. government bonds and cash equivalents. Engagements range from full retainer ongoing relationships to project retainers and focused sessions, with periodic account reviews, written recommendations after meetings, and discretionary trading authority when an investment management agreement is in place. Distinctive features include the firm’s integration of tax expertise into its advisory work—both advisors hold Enrolled Agent and CFP credentials and the brochure describes tax preparation and IRS-representation capability as part of the service mix—plus a seasonal tax-preparer role held by one advisor outside the firm (with no formal affiliation). Glenmore’s membership in fee-only organizations (ACP, NAPFA) and its relatively small, meeting-driven client base are presented as factors that shape a hands-on, planning-focused practice.

To learn more about the advisors currently working at Glenmore Financial, Inc, Lifesighted, 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.