A complete list of active advisors currently associated with Life Story Financial

Warmer can help you find a great advisor at Life Story Financial or one who fits your needs even better.

Life Story Financial serves individual and high‑net‑worth clients, providing discretionary investment management alongside a range of financial planning engagements including comprehensive, ongoing, shorter-term ("Start Your Wealth"), and hourly planning options. The firm reports roughly $10.0 million in discretionary assets under management across about 25 client relationships and uses the AssetMark platform and third‑party managers to implement client portfolios. The firm's investment process emphasizes asset allocation informed by Modern Portfolio Theory and combines passive and active strategies, with the ability to incorporate socially responsible (ESG) considerations when requested by clients. When using the AssetMark platform, the firm selects and can customize model portfolios, assists with client onboarding and paperwork, and conducts periodic reviews with at least annual plan updates while relying on the platform’s trading and rebalancing capabilities. Compared with many independent peers, the firm discloses the use of client testimonials in its advertising materials and explicitly notes receipt of platform‑related compensation for certain retirement account share classes offered through AssetMark—details it discloses as part of its regulatory brochure. The firm’s small client base and multi‑tiered planning offerings, including an option to apply AUM credits against planning fees, reflect a practice mix that combines individualized planning engagement models with platform-based portfolio implementation.

To learn more about the advisors currently working at Life Story Financial, 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.

Name	Location	Years of experience
Michelle Francis	Arvada, CO	8

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