Dakota
Dakota
Book a Demo
Talk to an Expert

LifePlan Investment Advisors, Inc.

EST. AUM
$325,994,818

CONTACTS

CLIENT ACCOUNTS
1,083

Firm Details

Metro area Raleigh
CRD Number 144157
Website lifeplangroup.com
Client types

Overview

LifePlan Group is an independent registered investment advisor and insurance-licensed firm founded in 1996. The firm focuses exclusively on retirement planning for individuals and families at or within 10 years of retirement, built around a personal and comprehensive advisory approach. LifePlan's planning philosophy centers on the proprietary LifePlan Map™, a year-by-year retirement roadmap that addresses income, investment, tax, healthcare, and legacy goals in a single integrated plan.

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