A complete list of active advisors currently associated with Lifecycle Financial Planners Inc.

Warmer can help you find a great advisor at Lifecycle Financial Planners Inc. or one who fits your needs even better.

Lifecycle Financial Planners is a fee-only advisory firm that serves individuals, families, small businesses, trusts, estates and charitable organizations, managing roughly $672 million for about 169 clients through a four-advisor team. The firm provides comprehensive financial life planning and ongoing investment advisory services, including portfolio management, tax planning and, in some engagements, tax return preparation and audit representation. The firm uses a holistic, client-centric financial life planning process and applies Functional Asset Allocation and modern portfolio theory to tailor Investment Policy Statements to each client's life stage, goals and behavioral considerations. Lifecycle generally manages client assets directly under discretionary or non-discretionary arrangements and discloses that it may utilize a third‑party sub‑advisor/back‑office provider (AssetDedication LLC) for some accounts. Compared with many peers, Lifecycle’s business model emphasizes fixed retainer arrangements rather than charging percentage‑of‑AUM fees and it does not accept commissions or product sales. It also has a principal who maintains a licensed legal practice and routinely offers intergenerational programs (separate retainers for younger and older family members) and limited, issue‑specific retainers, features that are uncommon among similar team advisory firms.

To learn more about the advisors currently working at Lifecycle Financial Planners 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.