A complete list of active advisors currently associated with Life's Business, Inc.

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

The firm provides investment management and comprehensive financial planning to individuals and businesses, including some high-net-worth clients, offering both discretionary and non-discretionary portfolio services. As a single-advisor independent RIA, it manages roughly $7.9 million in client assets for a very small client base (five clients). Investment guidance typically emphasizes long-term allocations to broad-based funds while retaining the flexibility to use other instruments (including short sales, margin and options) when appropriate; portfolios are reviewed at least semi-annually and clients may impose investment restrictions. A notable operational feature is that a substantial portion of the firm’s assets are managed on a non-discretionary basis, so clients generally retain final trading approval rather than ceding full discretion to the adviser. The firm is affiliated with an accounting and tax consulting practice run through a related entity, and the adviser is a licensed CPA who provides tax and business planning services outside the advisory firm—an arrangement that is uncommon among independent RIAs. It also uses sub-advisers for some client accounts and operates additional educational and niche business ventures, giving the firm a mix of investment, tax, and educational services that differs from many solo practitioners.

To learn more about the advisors currently working at Life's Business, 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.