LifePlan Group

LifePlan Group

LifePlan Group was founded in 2003 in Raleigh, North Carolina, and operates as a registered investment adviser serving individuals, high-net-worth families, corporate pension plans, and foundations. The firm is led by CEO Larry E. Lindsey, who previously served as a Governor of the Federal Reserve Board and as director of the National Economic Council under President George W. Bush. His public-policy background informs the firm's top-down macroeconomic approach. The firm's investment strategy integrates macroeconomic analysis with traditional portfolio construction. LifePlan Group constructs portfolios spanning equities, fixed income, and alternative assets, with an asset-allocation framework driven by its in-house views on interest rates, inflation, and fiscal policy. The firm advises both direct client portfolios and institutional accounts, including corporate retirement plans. Its geographic focus is primarily domestic, centered on the Southeastern United States. LifePlan Group's practice encompasses wealth management, retirement planning, and investment advisory. Larry Lindsey's tenure at the Federal Reserve and the White House places an economic-policy lens at the center of the firm's investment committee discussions. The firm's institutional clients include defined-benefit pension plans and charitable foundations. In Raleigh, the firm operates without a sprawling national footprint, delivering its macroeconomic thesis through concentrated advisor-client relationships. The firm's structural differentiator is its leadership's direct experience in monetary and fiscal policy formation, a background unusual for a regional wealth management RIA. Lindsey's transition from the Federal Reserve Board to a client-facing advisory practice means LifePlan Group's investment calculus is filtered through a former central banker's understanding of the liquidity and regulatory backdrop.