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.

The firm works with individual and high‑net‑worth clients, delivering discretionary and non‑discretionary portfolio management through a set of defined platforms. Services include third‑party money manager programs, 3(38) fiduciary investment manager services for retirement plans, a cash management platform, and alternative investment consulting. Advisors tailor portfolios based on a client’s goals, time horizon, risk tolerance and other suitability factors, then place assets on the platform or sub‑advisor that the firm and client select; client accounts are monitored and reviewed at least annually. Investment analysis combines mutual fund/ETF due diligence, charting/technical tools and third‑party manager evaluation, and the firm treats cash and cash equivalents as an investable asset class when allocating portfolios. What stands out for a team firm is the firm’s affiliation with an insurance agency and a real estate brokerage under common ownership, and that firm personnel hold insurance, real‑estate and mortgage licenses — relationships the firm discloses and manages as potential conflicts. The firm also does not offer standalone financial planning as a core service, instead emphasizing platform‑based portfolio management, sub‑advisor fee‑sharing arrangements and direct relationships with alternative‑investment sponsors, practices it addresses through written disclosures and policies.

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.