A complete list of active advisors currently associated with LifePoint Financial Design

Warmer can help you find a great advisor at LifePoint Financial Design or one who fits your needs even better.

Lifepoint Financial Design provides investment advisory and ongoing financial planning and consulting to individuals and high‑net‑worth individuals. In addition to discretionary asset management and written financial plans, the firm facilitates the preparation of estate planning documents through a partnership with Encore State Planning and offers business consulting through a separate fractional‑CFO entity, Catalyst CFO Solutions. The firm manages client assets on a discretionary basis and generally takes a long‑term approach, tailoring asset allocation and security selection to each client’s objectives, time horizon, and risk tolerance. Its investment process employs fundamental, technical, and mutual fund/ETF analysis, seeks to limit frequent trading, and permits clients to impose written restrictions on investments. Notable distinctions from many peers include the formal third‑party estate‑planning arrangement and the adviser’s active involvement in a fractional‑CFO practice, which may be relevant for clients with business‑related planning needs. Lifepoint also recommends custody with LPL Financial or Ascensus and discloses receipt of platform support services from those custodians, a relationship the brochure identifies as a potential conflict of interest.

To learn more about the advisors currently working at LifePoint Financial Design, 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.