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Financial Life Designs LLC
Financial Life Designs is a fiduciary financial advisor serving Orlando, Lake Mary, and Central Florida. The firm provides realistic and honest financial...
Overview
Financial Life Designs is a fiduciary financial advisor serving Orlando, Lake Mary, and Central Florida. The firm provides realistic and honest financial advice, guides and monitors client progress toward goals, and focuses on building relationships as wealth planners. They create individualized plans by listening to clients and identifying unique goals and values.
General information
Firm type
RIA
Principals
Audrey Wehr Jones
CFP® — President of Financial Life Designs LLC
Tyler Jones — Investment Advisor Representative | Financial Engineer
Linda A. Whitener — Financial Paraplanner Qualified Professional™️
Frequently asked questions
Who runs investment decisions at Financial Life Designs LLC?
Financial Life Designs LLC does not name any principals or decision-makers in public records. The firm’s leadership structure is unknown.
What is the wealth origin behind Financial Life Designs LLC?
No wealth origin has been publicly disclosed for this firm. The source of capital—whether a single family, multiple families, or institutional—is not confirmed.
What investment strategy does Financial Life Designs LLC pursue?
The firm's investment strategy is not publicly documented. It has no confirmed asset-class exposure, deal history, or sector focus in available sources.
Does Financial Life Designs LLC maintain any public registrations or disclosures?
Financial Life Designs LLC does not appear in standard regulatory filings or public commercial databases. Its legal and operational status is not verifiable via public records.
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