A complete list of active advisors currently associated with Lifeguide Financial Advisors, LLC
Warmer can help you find a great advisor at Lifeguide Financial Advisors, LLC or one who fits your needs even better.
LifeGuide Financial Advisors is an SEC‑registered advisory firm that serves individuals (including high‑net‑worth), trusts, estates, businesses and charitable organizations, managing roughly $563 million for about 766 clients through a 17‑person advisory team. It offers a range of services — from one‑time and hourly financial planning to ongoing wealth management and coaching — delivered through tiered programs (Essentials/Essentials+, Investment+, Signature, Premier) and project‑based engagements. The firm describes a primarily long‑term, strategic asset allocation approach implemented through in‑house model portfolios made up largely of low‑cost, diversified mutual funds and ETFs, with the option to use individual securities, bonds, structured products and certain alternatives when appropriate. LifeGuide Financial provides ongoing oversight and periodic rebalancing, typically meets clients one to three times a year (with unlimited phone and email access), and manages most client accounts on a discretionary basis using dynamic rebalancing and an account “bucket” strategy. Compared with many peers, LifeGuide discloses several uncommon features: it sponsors a wrap fee program that bundles transaction costs into its advisory fee, it documents the use of non‑purpose borrowing and lines of credit that can be collateralized by client accounts, and its marketing materials include testimonials, endorsements and references to third‑party ratings. The firm also highlights an institutional custodial relationship that supplies platform technology and support, and it offers multiple service delivery formats (fixed monthly planning/coaching fees, asset‑based management, and hourly/project options) to accommodate different client needs.
To learn more about the advisors currently working at Lifeguide 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.
You can also browse Lifeguide Financial Advisors, LLC's office locations.
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