A complete list of active advisors currently associated with Lifepath Advisors, LLC

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

LifePath Advisors, LLC is an independent registered investment adviser that provides portfolio management through the Advisor-Directed Model Management program sponsored by Orion Portfolio Solutions (OPS) and offers financial planning services, including one‑time written plans and optional ongoing membership planning with client access to RightCapital. The firm’s ADV reports 36 clients and $17.7 million in assets under management and indicates it primarily serves individual and high‑net‑worth clients. LPA allocates client accounts to OPS model portfolios and selects among OPS’s institutional strategists, while OPS implements trades and has authority to effect transactions for the models; clients generally interact directly with the adviser rather than OPS. The firm’s documented methods include fundamental, technical, and cyclical analysis, allows clients to impose reasonable investment restrictions, and performs portfolio reviews at least quarterly. Noteworthy elements in the brochure include that reported assets are primarily non‑discretionary (Item 4.E shows $17,700,000 non‑discretionary and $0 discretionary), a configuration that is less common among independent advisers that typically manage discretionary AUM. The ADV also discloses the firm works with pension or profit‑sharing plan clients and that the principal maintains an insurance practice and a Certified Divorce Financial Analyst credential—each noted as potential sources of additional services and disclosed conflicts of interest.

To learn more about the advisors currently working at Lifepath 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.