FINANCES FOR LIFE, LLC

Overview

Finances For Life, LLC is a small, independent registered investment adviser operating as a limited liability company that serves individual and family clients. Its service mix centers on financial planning and portfolio management for individuals and small businesses, paired with insurance brokerage capabilities. The firm charges a combination of percentage-of-assets, hourly, fixed and other fee arrangements, and does not present itself as a capital allocator or pension consultant. Investment activity is tilted toward public equities held in liquid, exchange-traded form; the adviser does not identify as an active ESG investor and primarily manages client relationships on a non-discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices