A complete list of active advisors currently associated with Lifelong Wealth Advisors, Inc.

Warmer can help you find a great advisor at Lifelong Wealth Advisors, Inc. or one who fits your needs even better.

Lifelong Wealth Advisors serves individuals (including high-net-worth clients), trusts, estates and profit-sharing plans with financial planning, discretionary investment management, retirement-plan consulting and related wealth management services. The firm typically allocates client assets among mutual funds, ETFs, independent managers and direct indexing, and also advises on held-away products such as variable life insurance and annuity contracts. The firm describes a consultative, team-based approach that emphasizes tailored strategies, asset allocation, portfolio construction and ongoing reviews, and it manages certain accounts through proprietary model portfolios while selecting and monitoring Independent Managers. LLW Advisors’ investment program includes the use of derivatives in separately managed accounts — a practice it employs alongside more common instruments and one that is uncommon among similarly sized team firms — and the brochure highlights associated risk management and monitoring. Operationally, the firm maintains custody relationships that include standing letters of authorization and receives administrative and technology support from its custodian, and it has amended its policies so clients retain proxy-voting authority rather than the firm voting proxies. LLW Advisors operates as an approximately eight-advisor team managing roughly $710 million across about 865 client relationships and discloses that certain supervised persons offer insurance products in their individual capacities.

To learn more about the advisors currently working at Lifelong Wealth Advisors, Inc., 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.