A complete list of active advisors currently associated with Life Planning Agency, Inc

Warmer can help you find a great advisor at Life Planning Agency, Inc or one who fits your needs even better.

Life Planning Agency, Inc. is an independent, single‑advisor registered investment adviser that primarily provides discretionary portfolio management and securities-based investment advice to individual clients and their families. The firm also works with pension and profit‑sharing plans for closely held businesses and manages endowment-style strategies for charitable organizations, overseeing roughly $4 million in client assets across about 20 accounts. All client accounts are managed on a discretionary basis and the firm emphasizes fundamental analysis, diversification, and a focus on dividend‑paying companies, with holdings that may include U.S.-based stocks, bonds, REITs, options, precious metals and cash. Risk management practices described in the brochure include setting stop‑loss levels at purchase, daily monitoring with monthly reviews, and adjustments to asset mix based on client age and market conditions. A notable characteristic for a solo independent adviser is the firm’s mix of client types beyond retail individuals — including pension/profit‑sharing plans and charitable endowments — and an affiliation with an accounting business operated by the firm’s owner. The brochure also discloses that the owner splits time between the advisory and accounting businesses and serves as the firm’s chief compliance officer, an operational arrangement that may affect staffing and supervisory practices.

To learn more about the advisors currently working at Life Planning Agency, Inc, 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.