New Life Financial LLC

Overview

New Life Financial LLC is a small, independent registered investment advisor that serves individuals and families, with supplemental work for small businesses. The firm combines financial planning with portfolio management but operates largely on a non-discretionary basis, meaning clients retain final decision authority over trades and allocations. Fee arrangements are flexible: the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements, which suggests it supports both ongoing advisory relationships and project-based planning work. Investment activity is focused on traditional pooled vehicles (mutual funds) alongside a meaningful willingness to use third‑party alternative managers. The firm is not an active ESG investor and does not position itself as a multi-state or pension consultant. Given the client base and the product mix, New Life Financial appears oriented toward wealth accumulation and retirement planning for modest-to-midsize client households, supplemented by access to alternative exposures for clients who seek diversification beyond stocks and bonds.

Assets & Accounts

Investments & Alternatives

Location & Offices