A complete list of active advisors currently associated with Life Moves Wealth Management

Warmer can help you find a great advisor at Life Moves Wealth Management or one who fits your needs even better.

Life Moves Wealth Management is a fee‑only registered investment adviser that serves individuals, high‑net‑worth clients, and employer plan sponsors. The firm offers comprehensive wealth management, project‑based financial planning, discretionary investment management, retirement plan consulting for plan sponsors, and periodic educational seminars, and provides estate‑planning assistance through a third‑party technology service. The firm’s investment process emphasizes strategic asset allocation that can include both passive and active funds, and it uses a mix of fundamental, technical, and tactical analysis to tailor portfolios to clients’ goals and risk tolerances. It implements discretionary management for most accounts while also managing held‑away retirement and HSA accounts on a non‑discretionary basis and conducts regular reviews and monitoring under a stated fiduciary code of ethics. Notably, Life Moves offers services that are less common among independent advisers of its size: it accepts corporate or business clients and provides institutional retirement‑plan consulting (including ERISA‑related advisory work for plan sponsors), and it conducts educational seminars and speaking engagements. The firm also integrates a third‑party estate‑planning platform and an order‑management approach for tax‑efficient rebalancing of held‑away accounts, extending its service mix beyond typical retail‑focused offerings.

To learn more about the advisors currently working at Life Moves Wealth 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.