LIFEGOALS FINANCIAL GROUP

Overview

Lifegoals Financial Group is an independent registered investment advisor organized as a corporation and owned by an individual. The firm focuses on financial planning and portfolio management for individual and family clients and small businesses, and it also produces periodic written material for clients. Its fee model combines a percentage-of-AUM charge with fixed-fee engagements, which supports both ongoing investment management and project-based planning work. Investment activity centers on public equities, with a clear tilt toward exchange-traded securities. The firm does not position itself as a capital allocator running pooled private funds; instead it places client capital into third-party vehicles and managed accounts. Lifegoals is not an active ESG investor and is not registered as a multi-state adviser. Its advisory offerings are largely client-facing advisory services rather than institutional pension or family-office product lines.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices