A complete list of active advisors currently associated with Lifestyle Asset Management, Inc.

Warmer can help you find a great advisor at Lifestyle Asset Management, Inc. or one who fits your needs even better.

Lifestyle Asset Management, Inc. advises individuals (including non‑HNW and high‑net‑worth clients), retirement plans, trusts, charitable organizations and other entities, and reported approximately $571 million in discretionary assets under management as of December 31, 2025. The firm’s stated services include discretionary and non‑discretionary portfolio management, financial planning, pension consulting and ERISA plan advisory services, sub‑advisory arrangements, and the development and distribution of model portfolios and buy/sell signals to other registered investment advisers. The firm describes a client‑specific approach that tailors portfolios to objectives, risk tolerance, tax considerations and liquidity needs, using a mix of individual equities, ETFs, mutual funds, fixed income, alternatives and third‑party model strategies, with regular monitoring and rebalancing. Its methods include fundamental, technical and cyclical analysis; it both develops proprietary models and may outsource or subscribe to third‑party trading signals, and it discloses the ability to serve as a plan fiduciary under ERISA (including participant education). Notable features that distinguish Lifestyle from many peers are its multi‑office structure (five offices) and its role as a sub‑advisor and model/signal provider to other RIAs, arrangements that can involve sharing fees with third‑party managers. The firm also discloses that some advisers hold broker‑dealer registrations and insurance licenses and that it publishes a monthly market commentary, facts prospective clients may consider when assessing service scope and potential conflicts.

To learn more about the advisors currently working at Lifestyle Asset Management, 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.