LifeFocus Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$89,479,787
Clients
100
Advisors
2
of 2 employees
About
LifeFocus Financial Advisors serves individuals (including high-net-worth clients), small businesses, trusts, estates, and charities with ongoing asset management, financial planning, and retirement-plan services. The firm provides discretionary portfolio management, consultative guidance for held-away accounts, and hourly or fixed-fee financial planning engagements.
The firm’s investment process uses a mix of fundamental, technical, and quantitative analysis and applies modern portfolio theory to tailor asset allocation to each client’s goals, time horizon, and risk tolerance. Accounts are reviewed at least annually (and more often as needed), with attention to rebalancing and tax-loss harvesting opportunities; custodians provide client statements directly.
LifeFocus is more unusual among its peers because of an accounting-related affiliation, and its planning services explicitly include tax-reduction strategies and estate-preservation reviews that are integrated with investment advice. As a small advisory team managing over $100 million in discretionary assets, the firm also offers flexibility in engagement terms (including consultative-only held-away services and the potential to waive planning fees if clients implement recommendations through the firm).
Client services
Expertise
Fee options
$6,500 annually (billed quarterly at $1,625 per quarter)
$0 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $4,000,000: 0.75% Over $4,000,000+: 0.65%
$275 per hour
Main office
420 Wellington Ave, Suite 101
Walla Walla WA 99362
Advisors at this office
2
Most active in
Oregon · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Seth D
Verified by Warmer
Series 65, CPA, PFS™
Walla Walla, WA
LifeFocus Financial Advisors, LLC
Based in Olympia, Washington. Serving clients statewide. Seth Deal is a CPA and fee-only fiduciary financial advisor who helps Washington State public employees retire with confidence. He holds the PFS credential, the financial planning designation built for CPAs. That makes him a tax expert first, with full financial planning on top. In retirement, where every pension and Social Security choice carries a tax bill, that order matters. Seth understands public sector retirement because he lived it. He worked in municipal finance with the City of Olympia before serving public employees as a CPA since 2018. He joined LifeFocus as an advisor in July 2024, working alongside his father and firm founder, Bob Deal, CPA/PFS. They keep the practice small and high-touch.
Robert D
Series 63
Walla Walla, WA
LifeFocus Financial Advisors, LLC
Robert Deal is a financial advisor at LifeFocus Financial Advisors, LLC with 26 years of industry experience. He has been with LifeFocus since 2005 and holds a Series 63 designation. In addition to his advisory role, Mr. Deal is a CPA and dedicates a significant portion of his time to tax and accounting work within the firm. LifeFocus Financial Advisors serves individuals, small businesses, trusts, estates, and charities by providing asset management, financial planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analysis within a modern portfolio theory framework, integrating tax-reduction and estate-preservation strategies alongside investment advice.
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