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Financial Lifestyle Management
Financial Lifestyle Management is a fee-only, fiduciary financial planning firm and Texas state-registered investment adviser. Founded by Vicki Ward, CFP®, it...
Financial Lifestyle Management
Financial Lifestyle Management is a fee-only, fiduciary financial planning firm and Texas state-registered investment adviser. Founded by Vicki Ward, CFP®, it provides comprehensive financial planning and investment management services to individuals, families, and small business owners. The firm is independent and legally bound to put clients’ interests first, with no commissions or proprietary product sales.
General information
Firm type
RIA
Year founded
2003
Location
Region
North America
Country
United States
City
Greenville
Corporate office
New York, NY, United States
Principals
Vicki Ward
CFP®, Founder
Cindy Gass
Client Service Associate
Frequently asked questions
What is Financial Lifestyle Management?
Financial Lifestyle Management is a ria headquartered in Greenville, United States.
When was Financial Lifestyle Management founded?
Financial Lifestyle Management was founded in 2003.
Where is Financial Lifestyle Management headquartered?
Financial Lifestyle Management is headquartered in Greenville, United States, in the North America region.
What does Altss track for Financial Lifestyle Management?
Altss maintains an OSINT-verified profile of Financial Lifestyle Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Financial Lifestyle Management's website?
Financial Lifestyle Management's public website is flm-sfo.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Financial Lifestyle Management?
Financial Lifestyle Management is classified by Altss as a RIA, operating from United States within the North America region.
How does Altss source intelligence on Financial Lifestyle Management?
Altss uses documented public records and disclosures, organization submissions, and licensed sources where permitted. Source rights, collection method and factual verification are separate questions; consult the cited source and field-level provenance.
When was Financial Lifestyle Management's Altss profile last updated?
Financial Lifestyle Management's source record was modified on August 11, 2026. This is not a field-level verification date. Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
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