A complete list of active advisors currently associated with Lifespan Financial Strategies, Inc.

Warmer can help you find a great advisor at Lifespan Financial Strategies, Inc. or one who fits your needs even better.

Lifespan Financial Strategies serves individuals—including high‑net‑worth clients—and also works with pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides non‑discretionary portfolio management, financial planning, and tax preparation services, and advises on a broad set of investments such as mutual funds, ETFs, variable insurance products, REITs, and limited partnerships. The firm’s portfolio management is non‑discretionary: advisers tailor recommendations to clients’ objectives but must obtain client approval before executing transactions and do not accept independent trading authority. Lifespan commonly recommends third‑party money managers and model portfolios on the AssetMark platform and monitors those TPMMs rather than performing in‑house quantitative analysis of individual securities. Distinctive features include the firm’s reporting of $357,426,385 in client assets under non‑discretionary management, a structure that is uncommon among comparable team advisers, and that many personnel are independently licensed insurance agents who may earn separate commissions for insurance sales, a disclosed conflict of interest. The firm also offers tax return preparation and participates in a directed‑brokerage arrangement with AssetMark that provides the firm with in‑kind benefits (for example, access to financial planning software).

To learn more about the advisors currently working at Lifespan Financial Strategies, Inc., 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.