A complete list of active advisors currently associated with Lifestyle Financial Strategies, LLC

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

Lifestyle Financial Strategies provides holistic financial planning and investment advisory services to individuals, families, and not-for-profit organizations, offering open retainer engagements, project retainers, two-hour financial reviews, and standalone portfolio management. As a fee-only adviser, the firm does not sell investment or insurance products or accept third-party commissions or referral fees. The firm’s investment approach emphasizes disciplined asset allocation—using equities for long-term appreciation, global diversification for enhanced return, and high-quality fixed-income to manage volatility—and implements strategies through mutual funds, ETFs, and individual fixed-income securities. Advisory relationships are primarily non-discretionary: the firm makes recommendations and will only execute transactions with prior client approval, and accounts are reviewed at least quarterly. Noteworthy features include a client mix that explicitly includes charitable and not-for-profit organizations, an uncommon focus among peers, and a structured Open Retainer planning model that schedules multiple meetings in the initial year with periodic renewal reviews. The firm also does not take custody of client assets, does not vote proxies on clients’ behalf, and maintains membership in a fee-only planning association (NAPFA).

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