Financial Lifemaps

Overview

Financial Lifemaps operates as a small, independent registered investment adviser organized as a sole proprietorship that focuses on financial planning for individual and family clients. The firm provides non‑discretionary advice rather than serving as a discretionary portfolio manager or capital allocator, delivering guidance under an hourly and fixed‑fee arrangement. Its practice emphasizes equity-centered portfolios and personalized planning work rather than institutional or pension consulting. The firm is not positioned as an active ESG investor and does not operate as a multi‑state adviser. Given the firm’s scale and fee model, client engagements are likely advisory and planning‑driven: cashflow and retirement planning, portfolio construction recommendations, asset allocation guidance, and coordination of external managers or product wrappers (such as annuities and mutual funds) rather than in‑house active trading or large direct alternative asset management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices