Lookahead Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LookAhead Wealth LLC is a fee-only investment adviser that provides discretionary portfolio management to both retail and institutional clients, including institutional cash management accounts. The firm reports managing roughly $45 million in client assets and serves nearly 200 clients through a two-advisor team.
The firm constructs customized investment strategies that pair low-cost exposures where active management is unlikely to add value with targeted active strategies, and it emphasizes tailored asset allocation, periodic rebalancing and tax-aware portfolio oversight. LookAhead also advises clients on retirement planning, concentrated positions, college savings and charitable giving, and coordinates implementation with outside professionals such as accountants and attorneys when requested.
The brochure discloses that the firm became solely owned as of April 30, 2026, notes that its representatives are engaged in other business activities, and indicates it inherited client contracts from an acquired advisory practice—features that are less common among peers. The firm also discloses a 2025 consent order with the Washington Department of Financial Institutions, including civil penalties and disgorgement to affected clients, a regulatory history prospective clients may wish to review.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.60%
Fee-only: Fee-only investment adviser, no sales commissions or sales-related compensation received.
Main office
1980 Willamette Falls Drive, Suite 260
West Linn OR 97068
Advisors at this office
2
Most active in
Oregon · Washington
Also doing business as
Coordinated Planning · Investment Design Management · Investment Design Management, LLC · Lookahead Wealth LLC · Morgan, Maximillian Andrew
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Maximillian M
Series 63, Series 65
West Linn, OR
Lookahead Wealth LLC
Maximillian Morgan is a financial advisor with LookAhead Wealth LLC, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has worked at Titus Financial, Inc. and Investment Design Management. Outside of finance, Morgan is involved in the management and bookkeeping of Luxe Atelier, a luxury skincare spa in Lake Oswego, Oregon, in which he holds a beneficial ownership interest. LookAhead Wealth LLC is a fee-only investment adviser serving retail and institutional clients with discretionary portfolio management. The firm manages approximately $45 million in assets and offers customized strategies combining low-cost passive exposures with targeted active management, along with retirement planning and tax-aware oversight.
Elijah L
CFP®, Series 65
West Linn, OR
Lookahead Wealth LLC
Elijah Lyons is a CFP® with two years of industry experience, currently serving as the sole advisor at Lookahead Wealth LLC. He previously worked at Southern Capital Advisors, LLC for three years and has held roles at Freed-Hardeman University and Apologetics Press Inc. outside the financial sector. Lookahead Wealth LLC is a fee-only investment adviser providing discretionary portfolio management and financial planning services to both retail and institutional clients. The firm emphasizes customized investment strategies that combine low-cost passive exposures with manager-focused active approaches, applying quantitative and qualitative analysis over multiple time horizons.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)