Lifetime Financial Advisors

Lifetime Financial Advisors

Lifetime Financial Advisors was established in 1985 by Ronald Blue, who applied a distinctively faith-based framework to personal financial planning long before values-aligned investing became a product category. The firm operates as a registered investment advisor, advising individuals and families on budgeting, retirement, estate planning, and investment management. Its founding premise — that financial decisions flow from spiritual priorities — shaped an advisory model that attracts a client base seeking explicit integration of Christian principles with wealth management. The firm advises across traditional asset classes including equities, fixed income, and mutual funds, with portfolios constructed to align with clients' risk tolerance, time horizon, and values. While specific portfolio companies are not publicly disclosed as proprietary holdings, the firm historically emphasized long-term, diversified strategies and has been known to screen for consistency with its stated ethical commitments. Its client footprint is concentrated in the United States, with the practice anchored in Southern California from its San Diego base. Team size and total assets under management are not publicly disclosed. Lifetime Financial Advisors was later associated with the broader Ronald Blue & Co. network, which expanded into trust services and multi-family office capabilities under the Ronald Blue Trust brand — creating adjacent vehicles that extended the firm's original planning model into trust administration and institutional consulting. No verifiable operational event from the past 24 months is publicly documented. Where most RIAs separate values from portfolio construction, Lifetime Financial Advisors was built on their integration. This structural posture — a planning-first, faith-explicit fiduciary — differentiated the firm from the broader independent advisory market decades before ESG or faith-based mandates became widely adopted. Its succession pathway into the Ronald Blue Trust ecosystem suggests a model designed to persist beyond its founder.