I

Invest For A Lifetime, LLC

Updated today

Client AUM

$67,210,163

Clients

304

Advisors

2

of 4 employees

About

Invest For A Lifetime, LLC provides financial planning and wealth management to individuals, high‑net‑worth clients, small businesses, trusts, estates, and non‑profits, overseeing roughly $78 million in client assets across discretionary and non‑discretionary arrangements. Services include ongoing portfolio management using in‑house model portfolios, access to third‑party managers, and standalone financial planning and consultation.

The firm employs both fundamental and technical analysis and implements client strategies through a mix of proprietary model allocations and recommended third‑party manager programs accessed via platforms such as Orion Portfolio Solutions and SEI Private Trust Company. Advisors assist clients in selecting Managers and act as the communication conduit while monitoring accounts on at least an annual basis; advisory compensation is generally asset‑based.

What is distinctive about the firm is that certain supervised persons operate in dual capacities outside the advisory entity: they are registered representatives of LPL Financial and are licensed insurance agents who, in their individual capacities, may receive brokerage commissions, 12b‑1 fees, or insurance commissions when recommending products — a conflict the brochure discloses and describes mitigation for. The firm also recently changed its name (January 2026) and maintains formal platform and custodial support arrangements (including software and services from Schwab), which shape how it accesses third‑party managers and brokerage services.

Client services

Financial planning Portfolio management

Expertise

General retirement planning General tax planning Wealth management Passive / index investing Business ownership considerations

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Financial planning fixed fees range from $1,000 to $25,000 depending on scope and professional involved.

Percentage

$0 - $999,000: 1.00% $1,000,000 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.80% $5,000,001+: Negotiable

Commissions

Certain supervised persons may offer insurance products under commission arrangements.

Project-based

Financial planning fees generally $400 per hour.

Main office

165 Highway 35, Suite 1

Red Bank NJ 07701

Advisors at this office

2

Most active in

New Jersey

Also doing business as

Invest For A Lifetime, LLC · Lifetime Wealth Advisors, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kyle P

Series 66

Red Bank, NJ

Invest For A Lifetime, LLC

Kyle Piper is a financial advisor at Invest For A Lifetime, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including CSI Group Advisors, Fortis Group Advisors, and LPL Financial. Piper has been involved with Invest For A Lifetime, LLC in various capacities since 2016. Invest For A Lifetime, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, non-profits, and business entities. The firm manages approximately $78 million using a combination of fundamental and technical analysis to create diversified asset allocations implemented through in-house model portfolios and third-party managers.

General retirement planning General tax planning Wealth management Passive / index investing Business ownership considerations Founder/Business Owner
user avatar

Neil P

Series 63, Series 65

Red Bank, NJ

Invest For A Lifetime, LLC

Neil Piper is a financial advisor at Invest For A Lifetime, LLC with over 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and The Private Client Advisory Group LLC. Outside of advisory work, he is involved in life and fixed annuity insurance sales and operates a sole proprietorship. Invest For A Lifetime, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, non-profits, and business entities. The firm manages approximately $78 million primarily on a discretionary basis, combining fundamental and technical analysis to create diversified portfolios using in-house models and third-party managers.

General retirement planning General tax planning Wealth management Passive / index investing Business ownership considerations Founder/Business Owner
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