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LifePoint Planning

EST. AUM
$168,461,233

CONTACTS
3

CLIENT ACCOUNTS
451

Firm Details

Metro area Chicago
CRD Number 296911
Website lifepointplanning.com
Client types

Overview

LifePoint Planning (LPP) is an independent registered investment adviser founded in 2018 by Doug Oosterhart, CFP®. The firm provides investment management, tax strategy, and retirement planning services to individual, business, and non-profit clients throughout the United States. LPP was established to offer financial planning and investment services tailored to client needs. The firm’s approach was shaped by Oosterhart’s prior experience at a larger financial institution, where he identified structural and service-related constraints that influenced his decision to establish a separate advisory practice.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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