A complete list of active advisors currently associated with Lifelong Investment Management Services LLC

Warmer can help you find a great advisor at Lifelong Investment Management Services LLC or one who fits your needs even better.

Lifelong Investment Management Services provides investment management, personalized financial planning, investor coaching and solicitation of third‑party money managers to individuals, retirement plans, trusts, small businesses and charitable organizations. Consistent with many independent advisers, the firm charges fees based on assets under management and also offers hourly and fixed‑fee planning and workshop‑based services. The firm describes an institutional, passive‑oriented investment approach that emphasizes broad diversification, factor exposures (market, size, valuation, maturity and credit) and use of no‑load institutional mutual funds or other passive vehicles; it does not engage in market timing. Client portfolios are implemented via written investment policy statements, reviewed periodically (typically quarterly), and the firm generally operates on a non‑discretionary basis, obtaining client approval before executing trades. Noteworthy features disclosed in the brochure include a past state registration lapse that resulted in a $500 penalty and refunds to affected clients for unregistered advisory activity, and an active investor‑education program that offers a complimentary initial consultation, a free Investor Coaching Series (noted as 4–12 workshops annually) as well as low‑cost special workshops. The firm also discloses the use of third‑party money managers with co‑advisor fees and an affiliated insurance practice that generates roughly 10% of its revenue, each of which are identified as potential conflicts and are disclosed to clients.

To learn more about the advisors currently working at Lifelong Investment Management Services 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.

Name	Location	Years of experience
Eric Lee	Wailuku, HI	21

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support