A complete list of active advisors currently associated with LifePlan Financial Services, LP

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

LifePlan Financial Services provides investment supervisory services, financial planning, and referrals to third‑party money managers for individuals, high‑net‑worth clients, and certain pension and profit‑sharing plans. The firm implements client portfolios primarily on the SEI custodial platform and works with a range of securities and products, including mutual funds, equities, bonds, ETFs, REITs and insurance products. LifePlan prepares a written Investment Policy Statement for each client and uses charting, fundamental and technical analysis to guide long‑ and short‑term strategies, with portfolio reviews performed at least quarterly. The adviser generally operates on a non‑discretionary basis—clients retain final trading authority—and may recommend SEI strategies or other managers without receiving fee‑sharing compensation. Noteworthy aspects include LifePlan’s formal affiliation with an accounting firm (DeBenonBroussard, LP) and an affiliated insurance practice; the firm discloses these relationships and offers tiered tax‑preparation credits and referral credits tied to those affiliates. The firm reports nearly all of its assets as non‑discretionary and is led by a CPA/PFS who provides integrated tax and management services through related entities, a set of arrangements the brochure highlights as disclosed potential conflicts.

To learn more about the advisors currently working at LifePlan Financial Services, LP, 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.