A complete list of active advisors currently associated with Lifepoint Planning
Warmer can help you find a great advisor at Lifepoint Planning or one who fits your needs even better.
LifePoint Planning manages approximately $168.5 million for about 110 clients with three advisors, serving individuals (including high‑net‑worth clients) as well as employer retirement plan sponsors. The firm offers discretionary portfolio management alongside comprehensive financial planning, retirement‑plan consulting, and business‑planning services, with investment management and planning commonly bundled. Investment decisions are guided by client‑specific investment policy statements and an emphasis on asset allocation using Modern Portfolio Theory and fundamental analysis, applying both strategic and tactical allocations. The firm uses third‑party managers and platform providers (including Betterment and Altruist), and employs a mix of passive index exposures and active quantitative/tactical strategies — in some accounts incorporating limited options strategies — while allowing clients to impose investment restrictions. A notable feature disclosed in the brochure is that certain supervised persons are also licensed insurance professionals who may recommend and sell insurance products and receive customary commissions, a practice the firm identifies as a potential conflict of interest. The firm also offers alternative engagement structures (including flat‑fee and hourly planning options), provides retirement‑plan consulting, and suggests a $2 million household net worth for prospective clients while not requiring a formal account minimum.
To learn more about the advisors currently working at Lifepoint Planning, 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.
Name |
Location |
Years of experience |
|---|---|---|
East Lansing, MI
| 12
| |
Schaumburg, IL
| 12
| |
Grand Rapids, MI
| 7
|
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