A complete list of active advisors currently associated with Storehouse Investments LLC

Warmer can help you find a great advisor at Storehouse Investments LLC or one who fits your needs even better.

Storehouse Investments is a small, supported advisory firm (two advisors, about $34.9 million in AUM) that serves individual clients — including high-net-worth households — as well as retirement plans and charitable or business entities. It offers discretionary asset management, financial planning and consulting, ERISA plan services, and management of annuity and variable life contract investments. The firm generally constructs portfolios and investment programs to match each client’s goals, time horizon, and risk tolerance, using fundamental analysis and periodic account reviews; custodial and execution services are routed through a single institutional custodian. Storehouse also provides educational seminars and workshops and prepares financial plans and consulting engagements on a client-by-client basis. What is distinctive is the firm’s combination of services and affiliations: principals maintain independent insurance and tax-preparation practices, and the firm directly manages variable and fixed-indexed annuity and variable life contracts and can serve as either a 3(21) or 3(38) ERISA fiduciary for retirement plans. These affiliations mean advisors may receive separate insurance or tax-related compensation (disclosed in the brochure) and the firm supplements advisory work with public educational events.

To learn more about the advisors currently working at Storehouse Investments 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.

Name	Location	Years of experience
Robert Lyles	New Castle, PA	16
Simonae Lyles	New Castle, PA	16

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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.

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