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 clients, including high‑net‑worth individuals, providing discretionary investment management and a range of financial planning services. The firm offers tailored portfolio management and multiple planning engagements—from short, targeted (hourly or three‑month) programs to one‑year comprehensive planning with implementation support—and coordinates account implementation through a co‑advisory relationship with AssetMark. LSF’s investment approach emphasizes asset allocation and modern portfolio theory, using mutual funds, ETFs, and third‑party model strategies available on the AssetMark platform to implement diversified portfolios. Accounts are generally managed on a discretionary basis with periodic (at least quarterly) reviews, the ability to customize model mixes, and a practice of crediting AUM fees against financial planning fees when both services are used. What is distinctive about the firm relative to many peers is its disclosure of using client testimonials in advertising, a practice that is uncommon among independent advisers. In addition, LSF combines a small, boutique scale (approximately $8.9 million in AUM across about 25 clients) with access to AssetMark’s wrap‑style platform and third‑party strategists, and structured planning tiers that explicitly link planning and managed‑account services.
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 |
|---|---|---|
Arvada, CO
| 8
|
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