A complete list of active advisors currently associated with LifeGoal Investments, LLC

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

LifeGoal Investments provides investment advisory services primarily to individual and high‑net‑worth clients, as well as certain business entities, offering both discretionary and non‑discretionary portfolio management alongside financial planning and an assets‑under‑advisement service. The firm manages roughly $356 million in client assets and documents client objectives to tailor investment programs and periodic financial plans. Portfolios are constructed from client goals, time horizons and risk tolerances and may follow Modern Portfolio Theory principles; LifeGoal may engage sub‑advisors to implement agreed strategies and performs quarterly account reviews. The firm also employs a range of investment tools — including options strategies, derivatives and the use of margin or borrowing in separately managed accounts — and may recommend alternative or private fund investments when appropriate. Compared with many peers, LifeGoal discloses the explicit use of derivatives and borrowing within separately managed accounts, practice areas that are statistically uncommon for similar team firms and that carry additional counterparty and leverage risks. The firm also notes potential conflicts from client minority ownership stakes and from founders’ related businesses, and indicates procedures and disclosures to mitigate those conflicts while performing due diligence on service providers that use artificial intelligence or machine learning.

To learn more about the advisors currently working at LifeGoal Investments, 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.