Lifesteps Financial

Overview

Lifesteps Financial is an independent registered investment adviser established in 2010 and organized as a corporation under individual ownership. The firm serves both individual and family clients as well as institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. It also provides manager selection services, which supports a capital allocator role when placing client assets with third‑party managers. Fees are charged as a percentage of assets under management and via fixed‑fee arrangements. The firm does not identify itself as an active ESG investor. Its regulatory filings indicate it is not a newly formed adviser and does not position itself as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices