A complete list of active advisors currently associated with LifePlan Group

Warmer can help you find a great advisor at LifePlan Group or one who fits your needs even better.

LifePlan Group provides financial planning and asset-based investment advisory services to individuals, high‑net‑worth households, businesses, and employer‑sponsored retirement plans. Its service menu includes retirement planning, portfolio management, and coordination of insurance, tax, and estate issues as part of a written engagement. Advice is tailored to client goals, income needs, and risk tolerances, with asset allocation and portfolio design that emphasize diversified models using institutional platforms, ETFs, individual securities, and, where appropriate, tactical managers, alternative or privately traded investments. The firm offers discretionary management, may recommend or work with sub‑advisors and third‑party managers, and uses third‑party technology and custodial platforms to support ongoing monitoring and periodic rebalancing. Distinctive features include a regular program of public workshops and seminars and an affiliated tax and insurance company through which advisors—who are licensed to sell life, long‑term care, Medicare supplement products, and annuities—offer insurance and tax preparation services. Those affiliations can create conflicts of interest (for example, an economic incentive when recommending retirement plan rollovers or commissionable insurance products), and the firm discloses these relationships and describes policies intended to manage them.

To learn more about the advisors currently working at LifePlan Group, 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.