A complete list of active advisors currently associated with Lifetime Financial Planners LLC

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

Lifetime Financial Planners works primarily with individual and high-net-worth clients and, unusually for firms in this category, also provides services to charitable organizations. The firm offers initial and comprehensive financial planning along with discretionary investment management and related advice on retirement, tax, estate, cash‑flow, insurance, college, and employee benefit matters. The firm develops written investment policy statements and employs a mix of modern portfolio theory, fundamental, technical and cyclical analysis, using passive and active vehicles such as mutual funds, ETFs, stocks and bonds, with a preference toward longer‑term holdings; socially conscious or customized ESG strategies can be incorporated at a client’s request. It implements discretionary trading within clients’ stated restrictions and directs clients to a recommended custodian for account establishment and custody. Distinctive features include the firm’s boutique scale—managing roughly $15.4 million across about 21 client relationships—and a clear focus on charitable planning (including donor‑advised funds and qualified charitable distributions) alongside experience addressing executive compensation and tax‑sensitive investment issues. The firm also emphasizes customized values‑based portfolios and relies on custodian statements for transaction and performance reporting rather than producing separate performance reports.

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