A complete list of active advisors currently associated with LifeFocus Financial Advisors, LLC

Warmer can help you find a great advisor at LifeFocus Financial Advisors, LLC or one who fits your needs even better.

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).

To learn more about the advisors currently working at LifeFocus Financial Advisors, 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.