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 provides investment advisory, financial planning, and boutique family office services to individuals, high-net-worth clients, families, and business owners. The firm offers non-discretionary portfolio management, comprehensive financial plans, and a Retirement Management Office™ program, and reports about $43.0 million in non-discretionary assets under management with three advisors and roughly 58 client relationships. The firm’s advice is tailored from documented consultations, formal financial plans, and risk assessments, and it uses a mix of fundamental, technical, and cyclical analysis to inform asset allocation and security selection. Clients approve transactions before execution and the firm conducts regular monitoring, including held-away account management via a third‑party platform and quarterly reviews tied to agreed financial plans. Notable distinctions include an affiliation with an in‑house law practice (the brochure discloses an affiliated law firm) and a specific arrangement to cover estate planning and tax filing fees for clients with $750,000 or more in AUM who use that affiliate, disclosures the firm presents as potential conflicts of interest. The firm’s business is also unusual among peers in that essentially all reported assets are managed on a non‑discretionary basis (the brochure lists $0 discretionary and ~$43.0M non‑discretionary as of July 2026) and it requires use of its preferred account platform and custodian for client accounts.

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.