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Active Lifestyle Financial Planning
Active Lifestyle Financial Planning provides comprehensive fee-only financial planning that addresses all areas of clients' financial lives, with emphasis on...
Overview
Active Lifestyle Financial Planning provides comprehensive fee-only financial planning that addresses all areas of clients' financial lives, with emphasis on tax planning and preparation. Holistic Financial Life Planning is a process that focuses on goals, integrates all areas of financial life, and adjusts as circumstances change. The firm works with clients across the country, not only high net worth individuals.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Charleston
Principals
Ben Barzideh
Founder
Sector focus
Frequently asked questions
How does Active Lifestyle Financial Planning source proprietary deal flow?
The firm relies on a regional, relationship-driven sourcing model centered on Barzideh's network from his beverage distribution career across the Midwest. The office maintains no public-facing investment portal, website, or LinkedIn presence, which functions as a deliberate filter against intermediated deal flow.
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