Your investments should reflect your goals, not just market trends. At Life Planning Advisors, we manage portfolios with discipline and intention — so you can build wealth without the stress of trying to time the market.
Personalized, diversified portfolios aligned with your risk tolerance & timeline
Your portfolio is built around your objectives and capacity for risk, using broad diversification to pursue long-term growth with fewer surprises.
Active monitoring, rebalancing, & tax-efficient strategies
We track performance, rebalance when it counts, and use methods like tax-loss harvesting and asset location to help improve after-tax results.
Access to equities, bonds, ETFs, & alternative investments
We curate a thoughtful mix of core and satellite holdings—public markets, fixed income, and select alternatives—to match your goals and liquidity needs.
Integration of socially responsible (ESG) investments for values-driven portfolios
If you choose, we align holdings with your values using vetted ESG options while maintaining sound diversification and risk controls.
Investing is not about chasing the next “hot stock.” It’s about steady, long-term growth that gives you the freedom to live the life you want. Our job is to take the complexity off your plate, so you can focus on living.