A complete list of active advisors currently associated with Lifestyle Financial Services, LLC
Warmer can help you find a great advisor at Lifestyle Financial Services, LLC or one who fits your needs even better.
Lifestyle Financial Services, LLC is a fee-only registered investment adviser that provides investment management and financial planning to individual and high‑net‑worth clients. The firm offers ongoing discretionary portfolio management, written financial plans, and estate-planning coordination using a third‑party online platform. LFS combines fundamental, technical, and cyclical analysis with modern portfolio theory, blending passive and active strategies and individualized asset allocation; it may also use third‑party outside managers and offers options for socially or biblically responsible investing. Account reviews are performed periodically (quarterly for managed accounts) and the firm generally implements client‑specific restrictions, rebalancing, and monitoring consistent with each client’s stated objectives and risk tolerance. Distinctive aspects disclosed in the brochure include a small advisory team (two advisors serving roughly 22 clients) managing about $2.7 million in discretionary assets as of December 31, 2023, and a principal who also works as a real estate broker/manager with Core Investment Management Group (an affiliation the firm discloses may involve client referrals and compensation). The firm also documents estate‑planning coordination via an online partner and notes other non‑investment activities among its supervised persons (including insurance and real estate), and reports offering educational seminars or workshops—features that are less common among peers.
To learn more about the advisors currently working at Lifestyle Financial Services, 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 |
|---|---|---|
Martinez, GA
| 10
| |
Martinez, GA
| 10
|
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