Design Life's Journey, LLC

Overview

Design Life's Journey, LLC is an independent registered investment advisor that focuses on individual and family clients, offering a mix of financial planning and direct portfolio management. The firm leans toward equity-centric allocation, running portfolios built primarily from exchange-traded equities and related vehicles. Fee arrangements include both a percentage-of-AUM model and fixed-fee engagements, and the firm supplements advisory work with publications and educational seminars aimed at clients and small business owners. Business activity disclosures show the firm also functions as an other financial product salesperson and maintains an affiliation with an insurance company, indicating a capability to integrate insurance solutions alongside investment planning. Design Life's Journey, LLC does not position itself as an ESG-focused or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices