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Lifetime Financial Advisors
Lifetime Financial Advisors Inc is an SEC-registered investment adviser in Encinitas, CA. It has 14 employees and 5 investment advisers. The firm is based in...
Lifetime Financial Advisors
Lifetime Financial Advisors Inc is an SEC-registered investment adviser in Encinitas, CA. It has 14 employees and 5 investment advisers. The firm is based in Encinitas.
General information
Firm type
Asset Manager
Year founded
1985
Location
Region
North America
Country
United States
City
Encinitas
Corporate office
San Diego, CA, United States
Principals
Ronald Blue
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Lifetime Financial Advisors?
The firm was founded by Ronald Blue in 1985. Investment decisions are guided by a faith-based, biblically-informed philosophy that screens for consistency with Christian values. Specific current portfolio management leadership is not publicly disclosed.
How is Lifetime Financial Advisors related to Ronald Blue Trust?
Lifetime Financial Advisors operated within the Ronald Blue & Co. ecosystem, which later expanded into trust services and multi-family office capabilities under the Ronald Blue Trust brand. The trust entity represents a successor and adjacent vehicle that broadened the original advisory model.
What is the firm's stated philosophy on investments?
The firm advises through a biblically-based framework that views financial decisions as flowing from spiritual priorities. Portfolios are constructed with long-term, diversified strategies that align with client risk tolerance and stated ethical commitments, making it an early practitioner of explicitly faith-integrated planning.
Does Lifetime Financial Advisors disclose its assets under management?
No. The firm does not publicly disclose total assets under management or advisory assets. Its AUM is not reported in public filings or press releases.
What services does Lifetime Financial Advisors offer?
The firm provides comprehensive personal financial planning including budgeting, retirement planning, estate planning, and investment management. It operates as a registered investment advisor, meaning it acts as a fiduciary for its clients.
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