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, Inc. advises individual and high‑net‑worth clients, providing discretionary and non‑discretionary portfolio management across in‑house and third‑party money‑manager platforms, cash management programs, alternative investment consulting, and 3(38) fiduciary services for employer‑sponsored retirement plans. The firm describes a client intake process that gathers goals, time horizon, risk tolerance and financial circumstances and provides ongoing account review, generally at least annually. LFI typically places client assets on specific investment platforms and uses third‑party sub‑advisors (for example, Daviman, Synergy, and Turner) to implement strategies, and it states it does not rely on model portfolios but develops individualized recommendations. The brochure lists methods of analysis such as mutual fund/ETF review, charting, technical and fundamental analysis, and treats cash and cash equivalents as a distinct asset class when managing accounts. What is noteworthy is the firm’s affiliation with an insurance agency and a real‑estate brokerage under common ownership and the principal’s licensure as an insurance agent and real‑estate/mortgage broker, a relationship the brochure discloses as potentially creating conflicts of interest when insurance or real‑estate services are recommended. The firm also highlights a focus on alternative and private real‑estate investments (including DSTs and sponsor‑sourced offerings) and discloses that it facilitates sponsor relationships and receives compensation from some sponsors and third‑party managers, while noting those managers generally do not provide financial planning or related services.
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.
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