A complete list of active advisors currently associated with Lifelong Advisory Corp

Warmer can help you find a great advisor at Lifelong Advisory Corp or one who fits your needs even better.

LifeLong Advisory Corp serves individuals (including high‑net‑worth clients), corporations, and retirement plans, offering limited‑scope financial consulting, investment management through institutional strategist programs (Orion Portfolio Solutions and AssetMark), and employer retirement plan consulting. The firm is a registered investment adviser and reported no client assets under management as of its most recent filing. It assembles client portfolios primarily by selecting and implementing model portfolios from third‑party strategists, managing accounts on either a discretionary or non‑discretionary basis and relaying client restrictions to strategists while monitoring adherence. Its consulting engagements are typically single‑issue and tax‑focused, and the firm coordinates with clients’ tax and legal advisors when implementing strategies that may involve tax deferral, 1031 exchanges, or alternative real‑estate vehicles. Noteworthy aspects relative to peers include the principal’s concurrent role as a licensed insurance agent and as a 1031 exchange consultant, which the brochure discloses as a potential conflict when insurance products or intermediary services are recommended. The firm operates as a solo practitioner, uses fixed/flat fees for limited‑scope consulting, routinely selects other advisers and strategist models for client management rather than acting as a private‑fund adviser, and includes access to less‑liquid alternatives (DSTs, private REITs and related 1031 structures) in its recommended strategies.

To learn more about the advisors currently working at Lifelong Advisory Corp, 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.