A complete list of active advisors currently associated with Life by Design Investment Advisory Services

Warmer can help you find a great advisor at Life by Design Investment Advisory Services or one who fits your needs even better.

Life By Design Investment Advisory Services provides investment management and financial planning to individual and high‑net‑worth clients, delivering ongoing portfolio management alongside one‑time and hourly planning, tax‑preparation coordination, estate‑document preparation through a third‑party vendor, and oversight of held‑away accounts. Clients receive individualized investment policy statements and retirement‑focused planning as part of the engagement. The firm primarily emphasizes passive portfolio construction guided by modern portfolio theory while also drawing on fundamental, technical, and quantitative analysis to inform security and asset‑class selection; portfolios are organized around defined retirement allocation categories and incorporate ESG filtering. Planning is goals‑based and delivered through a multi‑year Four‑Core process that integrates customized policy statements and ongoing monitoring. Noteworthy aspects that distinguish the firm from many peers include its use of client testimonials in advertising, a practice that is uncommon among similar advisers, and the fact that the firm’s principal is a licensed insurance agent who may receive commissions for insurance product recommendations—a disclosed potential conflict of interest. The principal also holds a Certified Kingdom Advisor designation and has published a book on goal‑centered planning, and the firm supplements core advisory work with third‑party estate‑document services and held‑away account supervision.

To learn more about the advisors currently working at Life by Design Investment Advisory Services, 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.