A complete list of active advisors currently associated with LifeFirst Wealth, LLC
Warmer can help you find a great advisor at LifeFirst Wealth, LLC or one who fits your needs even better.
LifeFirst Wealth serves individual clients with comprehensive financial planning and portfolio management, and also offers an employer-facing workplace financial wellness service called the Compass Program. The firm operates as a fee-only adviser and provides standalone discretionary investment management as well as project-based and ongoing planning engagements. The firm develops individualized investment policies and asset allocation targets informed by modern portfolio theory and a mix of passive and active strategies, using fundamental and technical analysis to select funds and securities. It typically manages accounts on a discretionary basis through a digital institutional custodian platform and accommodates client-imposed investment restrictions in writing. Noteworthy features include its recent registration (2024) and a very small reported client base and asset size (about $4.26 million in discretionary AUM across three clients), which shapes the scale and capacity of its services. The adviser’s CFP® and CRPC® credentials combined with a technical background and concurrent technology/quality-management consulting roles, plus the Compass workplace program and reliance on a fully digital custodian platform, differentiate the firm from many peers.
To learn more about the advisors currently working at LifeFirst Wealth, 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.
Name |
Location |
Years of experience |
|---|---|---|
Huntsville, AL
| 1
|
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