LIFEGUIDE FINANCIAL ADVISORS, LLC

Overview

Lifeguide Financial Advisors, LLC is an independent registered investment adviser that has operated since 2016 under individual ownership. The firm serves a mix of high-net-worth individuals, families and select institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage of assets under management with hourly and fixed-fee engagements, allowing flexibility across comprehensive planning and ongoing advisory relationships. Investment activity centers on liquid, exchange-traded exposures as the backbone of client portfolios, with a clear preference for equities delivered primarily through ETFs. The firm supplements those core positions with alternative exposures—managed through third-party fund managers—when appropriate for client objectives. Lifeguide is not positioned as a capital allocator itself; instead it sources external hedge funds, private placements, real estate and commodity strategies to complement ETF and mutual fund holdings. The adviser does not position itself as an ESG specialist, and it is not registered as a multi-state adviser or pension consultant.

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Location & Offices