# Financial Lifestyle Management

Financial Lifestyle Management is a RIA based in Greenville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Greenville, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** flm-sfo.com
- **LinkedIn:** https://www.linkedin.com/company/vickiward

## Regulatory record

- **CRD number:** 127138
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127138

## About

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.

## People

- Vicki Ward — CFP®, Founder
- Cindy Gass — Client Service Associate

## Related profiles

- [SYNERGIST WEALTH ADVISORS](https://altss.com/profile/synergist-wealth-advisors)
- [Rocky Mountain Private Wealth Management](https://altss.com/profile/rocky-mountain-private-wealth-management-llc)

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Last updated: 2026-08-11T15:06:42.396Z

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