A complete list of active advisors currently associated with Lifetime Financial

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

Lifetime Financial serves individual and high‑net‑worth clients with ongoing financial planning and investment management, and also provides employee benefit plan advisory services, custom project planning, and educational seminars. The firm focuses its client work on professionals who staff nonprofits, colleges and universities, and government agencies, and manages investment accounts alongside year‑round financial planning support. The firm emphasizes systematic investment management—building diversified, asset‑allocation portfolios using index mutual funds and ETFs—and integrates planning topics such as retirement, tax coordination, education funding, mortgage/refinance analysis, and strategic philanthropy into portfolio oversight. Clients receive regular monitoring and semi‑annual reviews, and the firm can implement recommendations for “held‑away” accounts through a third‑party platform when custodial constraints prevent direct management. What is distinctive about the firm is its small client roster supporting a relatively large asset base, enabling deeply hands‑on planning across life transitions and specialized areas like FAFSA assistance, executive benefits advice, and donor‑advised fund work that align with nonprofit and public‑service clients. The firm also leverages custodian relationships that provide advisory technology and research support, and its principals have recently added professional credentials that expand its planning capabilities for older clients and complex household needs.

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