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

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

Lifeline Financial, LLC provides investment advisory services primarily to individual clients, including high-net-worth individuals, and also to pension plans and charitable organizations. The firm offers discretionary portfolio management through both individually managed accounts and model portfolios, along with financial planning and consulting services. The firm's investment process emphasizes asset allocation, mutual fund and ETF analysis, and a long-term purchase approach; model portfolios span aggressive equity to conservative fixed‑income allocations and are managed to each model’s stated objective while allowing clients to impose reasonable restrictions. Accounts are monitored continuously and reviewed at least quarterly, with periodic client outreach to confirm continued suitability. A noteworthy aspect of the firm’s practice is that its advisor also sells life, disability, long‑term care and medical insurance and receives compensation from insurance carriers, an other-business activity the brochure discloses as a potential conflict of interest. Lifeline manages roughly $70.7 million across a relatively small client base (about 42 clients) and discloses participation in TD Ameritrade’s institutional program — including block trading and other economic benefits — arrangements the firm notes may influence custody and brokerage choices.

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