Lifestyle Financial Services, LLC

Overview

Lifestyle Financial Services, LLC is a small, independent RIA that focuses on serving individual and family clients with a mix of financial planning and portfolio management. The firm combines advisory services with real estate brokerage activity, and it runs educational programming and publishes periodicals or newsletters as part of its client outreach. Investment activity tilts toward equities — both exchange-traded instruments and mutual funds — with an explicit interest in ESG integration noted in its profile. The adviser runs fee arrangements that include a percentage of AUM, hourly charges and fixed fees, which aligns with a hybrid planning-and-management model for smaller client relationships. Given the firm’s size and service menu, the emphasis appears to be on hands-on, personalized advice for households and small businesses rather than institutional or large-family-office mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices