LifePlan Wealth Management Group Employee Directory

Financial ServicesConnecticut, United States2-10 Employees

LifePlan Wealth Management Group is an independent registered investment advisory firm based in Branford, Connecticut, that provides financial planning, investment guidance, 401(k) advisory, and access to alternative investments for individuals, business owners, and family offices. The firm emphasizes a fiduciary duty, selecting third-party, non-proprietary solutions only after thorough vetting of the underlying investment firms, including in-person meetings with fund managers. Its approach centers on creating comprehensive financial plans that address short-, medium-, and long-term goals while focusing on managing investment risk and helping clients understand their risk tolerance relative to their current and projected holdings. The company operates within the financial services industry as an independent advisor, distinguishing itself by aligning recommendations with the client’s best interests rather than a proprietary product suite. While based in Branford, LifePlan presents a framework for clients to determine their Risk Number and to evaluate investment risk throughout their planning process, offering a no-cost risk assessment to potential clients.

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