Dakota
Dakota
Book a Demo
Talk to an Expert

Life By Design Investment Advisory Services

EST. AUM
$57,200,692

CONTACTS

CLIENT ACCOUNTS
134

Firm Details

Metro area Los Angeles
CRD Number 301816
Website lbdias.com
Client types

Overview

Life By Design Investment Advisory Services (LBDIAS) is an independent wealth management firm located in Dana Point, California. Founded and led by President Monique Marshall, RMA®, AIF®, the practice specializes in fee-based retirement wealth management, transition planning, tax optimization strategies, and estate wealth transfer. Life By Design provides personalized fiduciary financial planning and asset allocation solutions tailored to align client financial strategies with their long-term lifestyle and legacy goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy