A complete list of active advisors currently associated with Lifetime Financial, Inc.

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

Lifetime Financial serves individual and high-net-worth clients, providing continuous discretionary and non-discretionary investment advice and portfolio management across mutual funds, equities, fixed income, real estate vehicles and alternative investments. The firm also offers money-manager platforms that place assets with third‑party sub‑advisors, a cash-management platform, alternative investment consulting, and fiduciary 3(38) services for employer‑sponsored retirement plans. The firm tailors advice through a data‑gathering interview and delivers individualized recommendations rather than relying on model portfolios, with periodic reviews at least annually and more frequently as client circumstances change. In practice LFI combines internal advisory oversight with third‑party managers and sub‑advisors, and it facilitates onboarding and ongoing communication for alternative investment sponsors on a non‑discretionary basis when applicable. Noteworthy for a firm of this size, the principal and multiple advisors maintain real estate and mortgage broker licenses and engage in related outside business activities (including insurance and property management), disclosures the firm makes and that can create potential conflicts of interest. LFI has also recently expanded its lineup of third‑party managers and alternative investment sponsors and added a formal 3(38) investment manager role for plans, which distinguishes its service mix from many peers.

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