A complete list of active advisors currently associated with Simple Life Financial

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

Simple Life Financial provides investment advisory and portfolio management services to individuals, families, and small businesses, generally working with clients who have at least $1 million in investable assets. The firm focuses on saving and investing for long-term goals such as retirement and college and manages approximately $35 million in client assets. The firm constructs diversified portfolios primarily using mutual funds and exchange-traded funds and uses industry-standard profiling tools to tailor asset allocations to each client’s time horizon and risk tolerance. Unlike many peers, Simple Life Financial generally manages accounts on a non-discretionary basis and does not trade client accounts without obtaining specific client consent; account reviews are conducted annually or more frequently when client circumstances change. Simple Life Financial is an independent, state-registered adviser that does not accept performance-based fees, reports compliance with CFP Board standards, and discloses no external financial industry affiliations. Client assets are held at qualified custodians rather than with the firm, and the firm has formal procedures for notifying clients of fee changes and providing an opt-out period.

To learn more about the advisors currently working at Simple Life 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.