A complete list of active advisors currently associated with Lifeproof Financial LLC

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

Lifeproof Financial LLC is a state-registered investment adviser that offers tailored investment management, ongoing financial planning, one-time plan creation, and hourly consulting engagements for individuals and high-net-worth clients. The brochure describes a client-specific process to establish investment policies, asset-allocation targets and implementation plans, and notes that as a newer RIA it currently reports no discretionary or non-discretionary assets under management. The firm’s stated investment approach blends a passive core of low-cost index mutual funds and ETFs with an active sleeve of managers across global asset classes, emphasizing capital efficiency and cycle-aware asset allocation to pursue growth while managing volatility. Portfolios and recommendations are built around clients’ stated objectives and tax considerations, and the adviser documents both discretionary implementation services and standalone planning engagements that do not include implementation. The brochure also highlights services geared to business owners and employer plans—business planning, employee-benefits optimization, annuity and pension-plan analysis, and related consulting—which indicate capacity to work with corporate, pension or other institutional-style issues in addition to individual planning. The principal’s role as an independent insurance agent, noted in the brochure, means the firm may recommend insurance products for separate compensation and discloses that potential conflict of interest to clients.

To learn more about the advisors currently working at Lifeproof Financial 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.

Name
Location
Years of experience
Brian Croston profile photo Brian Croston
Reed Point, MT
2
Warmer team member

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