FINANCES FOR REAL LIFE

Overview

Finances For Real Life is an independent registered investment adviser organized as a corporation and SEC‑registered in 2026. The firm is individually owned and serves both individual/family and institutional clients. Its advisory mandate centers on financial planning and discretionary portfolio management for individuals and small businesses. Compensation comes primarily from a percentage of assets under management, with hourly charges available for certain engagements. The firm reports being an active ESG investor, which suggests ESG considerations are incorporated into at least some portfolios or manager selections. Finances For Real Life is not structured as a capital allocator, does not operate as a multi‑state adviser, and is not identified as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices