Lifestyle Freedom Advisory Group, LLC Employee Directory

Financial ServicesFlorida, United States2-10 Employees

At Lifestyle Freedom, we focus on freeing clients from the everyday worries of wealth management so they can focus on what makes them feel fulfilled. Through our partners and subsidiaries, our Virtual Family Office provides you with the resources to help manage your wealth so you can focus on the more important things in life. 
We are committed to providing you with solutions that reflect your vision for life. You no longer need to wonder whether your advisor is really working for you or whether your goals are too complex. We combine our expertise, process, and team of strategic partners to help you realize your objectives. We also provide proactive outreach with new strategies that could benefit you.

Industry regulations prohibit endorsements or testimonials for Lifestyle Freedom Advisory Group, LLC or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement. Advisory services are offered by Lifestyle Freedom Advisory Group, LLC an Investment Advisor in the State of FL. Insurance products and services are offered through Lifestyle Freedom Safe Harbor, LLC, an affiliated company. Lifestyle Freedom Advisory Group, LLC and Lifestyle Freedom Safe Harbor, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.

Find Lifestyle Freedom Advisory Group, LLC employees' phone numbers or email addresses

Lifestyle Freedom Advisory Group, LLC Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Asia
1

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  • India
    1

Lifestyle Freedom Advisory Group, LLC's Leadership

  • Stylized image of a person
    M. B.
    Owner/Cfp®
    Phone icon
  • Stylized image of a person
    S. D.
    Business Owner
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  • Stylized image of a person
    D. F.
    Partner
    Phone icon
  • Stylized image of a person
    B. F.
    Client Service Manager
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  • Stylized image of a person
    S. F.
    Principal
    Phone icon
  • Stylized image of a person
    M. P.
    Member
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  • Stylized image of a person
    J. D.
    Investment Adviser Representative/Managing Member
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  • Stylized image of a person
    K. D.
    Operations Associate/Investment Advisor Representative
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Lifestyle Freedom Advisory Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Lifestyle Freedom Advisory Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. B.
    Owner/Cfp®
    Phone icon
    United StatesConnecticut
    Oct 17, 2024
  • Stylized image of a person
    S. D.
    Business Owner
    Phone icon
    IndiaTelangana
    Aug 10, 2025
  • Stylized image of a person
    D. F.
    Partner
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    B. F.
    Client Service Manager
    Phone icon
    Oct 20, 2025
  • Stylized image of a person
    S. F.
    Principal
    Phone icon
    Oct 20, 2025
  • Stylized image of a person
    M. P.
    Member
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    J. D.
    Investment Adviser Representative/Managing Member
    Phone icon
    United StatesFlorida
    Feb 03, 2026
  • Stylized image of a person
    K. D.
    Operations Associate/Investment Advisor Representative
    Phone icon
    United StatesNorth Carolina
    Oct 19, 2025

Frequently Asked Questions

What is Lifestyle Freedom Advisory Group, LLC known for?

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Lifestyle Freedom Advisory Group, LLC was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in Sarasota, Florida 34240 United States; you can contact the main corporate office by phone at . Explore Lifestyle Freedom Advisory Group, LLC's company overview page for more information.

What is Lifestyle Freedom Advisory Group, LLC's most common email format?

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Lifestyle Freedom Advisory Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lifestyle Freedom Advisory Group, LLC email formats with LeadIQ.

How many employees does Lifestyle Freedom Advisory Group, LLC have currently?

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Lifestyle Freedom Advisory Group, LLC has approximately 10 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Lifestyle Freedom Advisory Group, LLC's key employees and leadership?

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As of February 2026, Lifestyle Freedom Advisory Group, LLC's key employees include:

  • Owner/Cfp®: M. B.
  • Business Owner: S. D.
  • Partner: D. F.
  • Client Service Manager: B. F.
  • Principal: S. F.

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