LIFEPOINT PLANNING

Overview

Lifepoint Planning is an independent RIA that concentrates on serving individual and family clients with a mix of financial planning and portfolio management. The firm operates as a capital allocator: it manages discretionary portfolios while also selecting outside advisers and third-party managers for clients when appropriate. Its advisory offerings include comprehensive financial planning, portfolio management for individuals and small businesses, and selection-of-advisers services. The firm lists an insurance company affiliation, which suggests integration of insurance solutions into client plans. Investment behavior skews toward equities — the firm reports a clear preference for exchange-traded equities — and it employs multiple fee arrangements including a percentage-of-AUM model alongside hourly and fixed-fee engagements. While Lifepoint Planning is not flagged as an active ESG investor, it does provide pension consulting-related services as part of its advisory menu and will place clients into external managers when specialized capability is required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices