A complete list of active advisors currently associated with Life's Sanctuary Financial Planning, LLC

Warmer can help you find a great advisor at Life's Sanctuary Financial Planning, LLC or one who fits your needs even better.

Life’s Sanctuary Financial Planning is an independent, single-advisor registered investment adviser that provides portfolio management and financial planning services to individuals, high-net-worth individuals, and small businesses. The firm manages client accounts on a discretionary or non‑discretionary basis, charges asset-based fees, and relies on third‑party custodians to deliver account statements to clients. The firm’s investment process combines fundamental and technical analysis to build diversified portfolios primarily of exchange‑listed stocks, mutual funds, ETFs, REITs, limited partnerships, options, and bonds, and it explicitly does not use margin or leveraged products. Life’s Sanctuary generally seeks discretionary authority, conducts continuous monitoring with at least biannual formal reviews, and allows clients to impose written investment restrictions or choose non‑discretionary execution. Noteworthy features for this small firm include a very small client roster (seven clients) and roughly $4.8 million in assets under management, which the brochure indicates can support highly individualized service. The firm recently removed its account minimum, discloses that its principal previously held full‑time employment in the healthcare industry until June 30, 2025, and permits use of options while declining to vote client proxies on their behalf.

To learn more about the advisors currently working at Life's Sanctuary Financial Planning, LLC, 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.