FINANCIAL LIFESTYLE MANAGEMENT

Overview

Financial Lifestyle Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners, while also serving certain institutional clients. Its advisory model combines percentage-of-AUM billing with hourly and fixed-fee engagements, allowing flexibility across one-time planning projects and ongoing investment management relationships. Investment activity is centered on publicly available pooled vehicles—primarily mutual funds—supplemented by corporate credit and targeted allocations to real estate through REITs and third‑party managers. The firm does not identify as an ESG-focused investor, is not structured as a multi-state adviser, and does not operate as a capital allocator or separate family-office entity.

Assets & Accounts

Investments & Alternatives

Location & Offices