LifePlan Financial Advisory Group

EST. AUM
$170,000,000

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1

CLIENT ACCOUNTS

Firm Details

Metro area Detroit
CRD Number 131396
Website focuspartners.com
Client types

Overview

LifePlan Financial Advisory Group LLC is a Registered Investment Advisor and an independent fee-based financial planning firm located in Rochester Hills, Michigan (Oakland County). The firm specializes in Wealth Management, Investment Planning, and Financial Planning for individuals, families, and business owners. It was acquired by Buckingham Strategic Wealth, which was subsequently acquired by Focus Financial Partners.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

LifePlan Financial Advisory Group

Platform Details

Investment Preferences

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Address

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