Life's Business, Inc.

Overview

Life's Business, Inc. is an independent, individually owned registered investment adviser organized as a corporation that focuses on serving individuals and families. The firm provides financial planning and portfolio management services geared toward individuals and small businesses. Its billing approach is flexible: it charges a percentage of assets under management and also offers hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and operates without multi-state adviser registration. An accounting affiliation is cited as part of its industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives