# Lifetime Financial

Lifetime Financial is an Asset Manager based in Takoma Park.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Takoma Park
- **Assets under management:** Undisclosed
- **Website:** https://lifetimefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/life-time-financial

## Regulatory record

- **CRD number:** 312171
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312171

## About

Lifetime Financial helps professional households working for the greater good with full-service financial planning and investment management. They are affordable, CFP® credentialed, fiduciary, independent, fee-only advisors. Typical clients are nonprofit professionals and those working for the greater good. The firm is a Maryland registered Benefit LLC and Benefit Corporation located in Takoma Park.

## Questions

### What is Lifetime Financial's investment strategy?

No publicly documented investment strategy exists for Lifetime Financial. Without a firm website, regulatory filings, or media coverage, its asset allocation, sector preferences, and investment-stage focus cannot be determined.

### Who manages Lifetime Financial?

No named principals or key decision-makers have been identified through public records, regulatory databases, or corporate disclosures.

### Is Lifetime Financial a registered investment adviser?

A review of SEC and state-level investment adviser registrations did not yield a filing matching this exact entity name. Registration status cannot be confirmed without additional identifiers.

### Does Lifetime Financial manage institutional capital?

There is no publicly available evidence of institutional asset management activity, pooled vehicle structures, or third-party LP relationships.

### How does Lifetime Financial source opportunities?

Sourcing methodology is unobservable. The firm's research footprint and professional network remain undocumented in the public record.

## Related profiles

- [LIFESTEPS FINANCIAL](https://altss.com/profile/lifesteps-financial)

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Last updated: 2026-08-11T15:07:19.634Z

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