A complete list of active advisors currently associated with Life Balance Financial

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

Life Balance Financial serves individual and high-net-worth clients with comprehensive financial planning, a diagnostic "Portfolio MRI," retirement-plan consulting, and recommendations for third‑party investment advisers. The firm prepares written financial plans and acts as the primary financial adviser while third‑party advisers handle portfolio management and custody. The firm’s investment approach emphasizes asset allocation, tax‑efficient asset location, disciplined rebalancing, and manager evaluation; Life Balance typically recommends third‑party managers that use Modern Portfolio Theory and the Fama‑French three‑factor model. Client engagements are individualized, include periodic monitoring (quarterly statement reviews and typically annual meetings), and may involve a co‑advisor relationship in which the recommended adviser executes trades and manages accounts. What is distinctive for a team of this size is that Life Balance does not manage client assets directly but instead refers and monitors third‑party advisers (currently including a co‑advisor relationship with Matson Money), which is less common among peers. The firm’s owner is a Certified Financial Planner® who also sells insurance products as an independent agent — a disclosed source of commission income that the brochure identifies as a potential conflict the firm seeks to mitigate.

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