Lifepath Advisors, LLC

Overview

Lifepath Advisors, LLC operates as a small, independent RIA that positions itself as a capital allocator for both individual/family and institutional clients. The firm’s advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and selecting outside advisers when clients require access to specialized managers. Fee arrangements are flexible—ranging across AUM fees, hourly billing and fixed fees—which supports work with a mix of project-based planning and ongoing asset management. Investment posture is equity‑centric: the firm shows a clear preference for exchange‑traded equities as the primary building block of client portfolios. Lifepath also serves in a non-discretionary capacity for the accounts it reports, suggesting client direction on trades and allocations is common. The adviser is not positioned as an active ESG investor and operates as a single-state, individually owned enterprise.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices