YOUR RICHEST LIFE

Overview

Your Richest Life is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships. Its advisory services include financial planning, portfolio management tailored to individuals and small businesses, pension consulting services, and educational seminars or workshops. Fee arrangements are flexible and include percentage-of-assets, hourly charges, and fixed fees. Investment activity centers on public funds and mutual funds, which make up the bulk of the firm’s deployed capital. The firm reports it is not an active ESG investor and does not operate as a multi-state adviser. It describes the ability to provide both discretionary and non-discretionary management depending on client preference, and it works with separate managed account structures where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices