Lifeguide Financial Advisors, LLC

LifeGuide Financial Advisors is an SEC‑registered, multi-advisor wealth management firm serving individuals (including high‑net‑worth clients), trusts, estates, businesses and charitable organizations. It provides a range of services from one‑time financial planning and hourly or project work to ongoing wealth management that combines financial planning, coaching and discretionary portfolio management through a team of 16 advisors managing approximately $563 million for about 766 clients.

The firm’s investment approach is centered on strategic asset allocation implemented through internal model portfolios that primarily use low‑cost, diversified mutual funds and ETFs, while also permitting individual securities, bonds, annuities and certain alternatives when appropriate. LifeGuide integrates documented LifePlan financial planning into client relationships, conducts periodic reviews with rebalancing and an account “bucket” strategy to support withdrawals and behavior, and operates under a stated fiduciary standard.

What is distinctive about LifeGuide compared with many multi‑team peers is the firm’s explicit life‑planning and values orientation: numerous advisory personnel hold faith‑oriented and life‑planning credentials (Certified Kingdom Advisor and Registered Life Planner) and the firm employs the EVOKE/LifePlan process with ongoing client access. The firm also notes use of client testimonials in its advertising (a relatively uncommon practice among peers) and offers multiple engagement structures, including a wrap‑fee program that bundles transaction costs with advisory services.