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

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

Lifestyle Planning, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, families, and business owners, including portfolio management, retirement planning, and a Retirement Management Office™ family office program. The firm also assists clients with coordinating outside service providers and makes referrals for estate and tax planning through an affiliated law practice. The firm predominantly delivers services on a non-discretionary basis, using formal risk assessments to shape portfolio construction, asset allocation, and ongoing rebalancing while obtaining client approval before executing trades. Investment analysis draws on fundamental, technical, and cyclical methods, and the firm uses a third‑party platform to manage held-away accounts (such as workplace retirement plans and HSAs) without taking custody. Noteworthy distinctions include an ownership affiliation with an in-house law firm that provides estate and related legal services, a relationship the firm discloses as a potential conflict of interest; the owner also maintains other licensed financial services activities. The adviser is relatively small — three advisors overseeing roughly $37.4 million for about 54 clients — and, unlike most peers, reported essentially all assets as non‑discretionary and directs clients to a preferred custodian and platform for account administration.

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