A complete list of active advisors currently associated with LifeWise Wealth Advisors

Warmer can help you find a great advisor at LifeWise Wealth Advisors or one who fits your needs even better.

LifeWise Wealth Advisors provides financial planning, consulting, and both discretionary and non‑discretionary investment management to a range of clients, including individuals, high‑net‑worth individuals, trusts, estates, qualified retirement plans and corporations. The firm also offers retirement plan consulting and can delegate portions of portfolios to unaffiliated External Managers when appropriate. The firm customizes portfolios and recommendations to each client’s financial condition, risk profile, tax situation and liquidity constraints, generally employing fundamental analysis and a long‑term investment orientation while permitting shorter‑term trades as needed. Financial planning is commonly integrated with investment management, and portfolios typically use mutual funds, ETFs, equities and U.S. government and agency securities. Although the brochure lists individual and high‑net‑worth clients among eligible client types, LifeWise’s regulatory profile is notable for an atypical absence of both high‑net‑worth and non‑HNW individual client segments for a team adviser, suggesting a client mix more concentrated in retirement plans, trusts, estates and corporate accounts. The firm’s institutional custodial relationship with Goldman Sachs — which includes access to software, research and capped financial support for marketing and technology — and its practice of not accepting proxy‑voting authority are features that differentiate it from many peers.

To learn more about the advisors currently working at LifeWise Wealth Advisors, 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.