A complete list of active advisors currently associated with New Life Financial LLC

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

New Life Financial LLC serves individual clients with fee-based investment management and financial planning. The firm provides custom, non-discretionary portfolio management and tailored financial plans and implements recommendations using mutual funds as well as variable life insurance and variable annuities. The adviser uses fundamental analysis and a tactical allocation approach intended to reduce risk and enhance performance, and it may recommend changes to sector weightings, dividend‑oriented positions, or cash holdings as tactical hedges. Portfolio actions are executed only with client approval rather than by discretionary trading, and ongoing advice is delivered through meetings and client consultations. What is distinctive is the firm’s primary reliance on a non‑discretionary model—its brochure reports roughly $4.05 million in non‑discretionary assets under management and a small client roster—which is uncommon for independent solo advisors and has implications for trade aggregation and execution. The firm also discloses several historical regulatory consent orders and fines related to advertising and recordkeeping matters, which are summarized in its brochure.

To learn more about the advisors currently working at New Life Financial 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.