Updated:
Lifespan Financial Strategies
Lifespan Financial Strategies is a fiduciary RIA founded in 1997 serving Florida families with retirement, estate, and tax planning from Weston.
Lifespan Financial Strategies
Lifespan Financial Strategies was founded in 1997 as a family-run fiduciary RIA headquartered in Weston, Florida. The firm serves public employees including those in the Florida Retirement System (FRS), police, fire professionals, and small business owners, focusing on comprehensive financial planning rather than asset aggregation. The firm's strategy spans investment management, tax planning, retirement planning, and estate planning, delivered through a four-step process of gather, set goals, plan, and navigate. All advice is fiduciary-based, and the firm emphasizes simplicity and personalized guidance for each client. Geographic footprint is limited to the single Florida office. Team size and AUM are not disclosed. The firm operates as a single physical office at 1655 North Commerce Parkway, Suite 203, with a secondary mailing address nearby. No philanthropic vehicles, club memberships, or adjacent investment structures are publicly identified. The firm has not reported any notable operational events in the last 24 months. The firm's structural differentiator is its explicit fiduciary commitment and its focus on serving public-sector employees—a niche client base that typically values predictable, conservative planning over high-risk strategies. This positions Lifespan as a stable, low-profile family office rather than a growth-oriented asset manager.
General information
Firm type
Single Family Office
Year founded
1997
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Weston
Corporate office
Weston, FL, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Lifespan Financial Strategies?
Lifespan Financial Strategies does not publicly name its investment decision-makers. The firm's website describes it as a family business, indicating principal-level involvement, but no specific names or titles are disclosed (per firm website).
How does Lifespan Financial Strategies source proprietary deal flow?
Lifespan Financial Strategies does not appear to engage in proprietary deal flow or direct investments. Its services are limited to financial planning, investment management, tax, retirement, and estate planning for individual clients (per firm website).
Is Lifespan Financial Strategies structured as a single family office or does it operate more like a venture firm?
Lifespan Financial Strategies operates as a registered investment advisor (RIA) and describes itself as a family business. It functions as a financial planning firm rather than a venture capital or private equity shop, with no disclosed direct investment activity (per firm website).
What investment stages does Lifespan Financial Strategies typically target?
Lifespan Financial Strategies does not target specific investment stages. Its focus is on financial planning for individual clients, including retirement planning, tax planning, and estate planning, rather than institutional-stage investments (per firm website).
Which sectors does Lifespan Financial Strategies explicitly avoid?
Lifespan Financial Strategies does not publicly list any sectors it avoids. Its disclosed activities are limited to financial planning and advisory services for individuals, with no sector-specific investment mandate (per firm website).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: