Lifespan Financial Strategies

Lifespan Financial Strategies

Lifespan Financial Strategies, Inc. is a registered investment advisor (RIA) based in the United States. The firm was established as a financial planning practice, though the exact founding year and key principals are not publicly documented in standard industry sources. The wealth origin of the firm's client base is not disclosed; the entity itself is a corporate RIA rather than a family office. The firm's investment strategy centers on asset allocation with an emphasis on retirement income planning, risk management, and tax-efficient portfolio construction. Core asset classes include domestic and international equities, fixed income, cash equivalents, and alternative investments such as real estate investment trusts (REITs) and commodities. The firm does not publicly provide specific portfolio company or deal-level investments. Lifespan Financial Strategies operates as a single-office advisory firm, with no additional offices identified. The team size, total AUM, and any affiliated philanthropic or operating vehicles are not publicly reported. The firm's structural differentiator is its status as a traditional RIA serving retail and institutional clients, in contrast to a family office that typically serves a single family or a small group of high-net-worth families. There is no disclosed succession or governance structure beyond standard corporate governance.