Wealth Management Built Around You

At LifePlan Financial, we believe managing wealth should be deeply personal. As a Registered Investment Adviser (RIA), we develop customized investment strategies aligned with your specific goals, values, and comfort with risk.

What You Can Expect

Tailored Investment Portfolios

You are unique. Your portfolio should be, too. We consider your financial objectives, tax sensitivities, time horizon, and risk tolerance. Your portfolio is constructed with care and intentionality.

Independent Custody and Transparency

Your assets are held at a third-party, SIPC-insured custodian. You maintain direct visibility and control, with full transparency into holdings, fees, and performance reporting.

Ongoing Monitoring and Rebalancing

Markets change. So do your needs. We continuously monitor your portfolio and rebalance when appropriate, guided by research, risk management, and your evolving priorities.

Accessible Reporting

You’ll receive:

• • Secure online account access via website or mobile app
  • Quarterly performance updates
  • Clarity on how investments may affect your taxes

Our Investment Approach

Your portfolio is overseen by a dedicated investment team supported by institutional research and data. We evaluate opportunities with a focus on long-term discipline, not short-term predictions. Our goal is to balance risk and return in a way that’s aligned with your life, not the latest headline.

LifePlan Financial manages over $100 million in client assets, held in private portfolios tailored to each client’s objectives and risk profile. We provide discretionary management under clearly defined guidelines, allowing us to make timely, research-driven decisions on your behalf.

Why Clients Work With Us

• Fiduciary commitment: your interests come first
• Fee transparency: no commissions, no hidden costs
• Tax-aware trading: we seek to minimize taxable impacts where possible
• Straightforward communication: we explain things in plain English

Let’s Talk

We welcome individuals and families at various stages of wealth. Let’s start with a no-cost introductory meeting to discuss your goals and whether our services might be a good fit, no pressure or obligation. Fill in the Quick Contact form or give us a call.