The Life-First Advisor

The Life-First Advisor is a financial planning and wealth management practice that operates as a fiduciary. Founded on the principle of prioritizing a client's life goals before financial strategies, the firm offers comprehensive services including retirement planning, investment management, and holistic financial guidance. They emphasize a disciplined, evidence-based investment philosophy. The firm provides its securities and advisory services through LPL Financial, a registered investment advisor and broker-dealer (member FINRA/SIPC).