Insights

Niche Market Focus Lifestyle Freedom specializes in providing tailored wealth management solutions for clients seeking personalized financial planning, presenting opportunities to offer complementary financial products or advisory services that enhance their virtual family office model.

Technology Stack With a tech-savvy infrastructure including platforms like Squarespace and Google Conversion Tracking, there is potential to introduce advanced digital marketing solutions, financial technology integrations, or client engagement tools that align with their online presence.

Financial Capacity Generating revenue between 10 and 25 million USD, the company has substantial financial capacity to expand services or invest in innovative solutions, indicating an openness to strategic partnerships and premium service offerings.

Regulatory Environment Operating under strict industry regulations and compliance requirements, there are opportunities to provide compliance-focused consulting, legal support, or secure technology solutions to streamline their regulatory adherence processes.

Growth and Expansion Their innovative approach to wealth management and focus on proactive outreach suggest potential for partnerships in client acquisition, marketing automation, and educational content that could help broaden their client base and market reach.

Lifestyle Freedom, LLC Tech Stack

Lifestyle Freedom, LLC uses 8 technology products and services including Google Conversion Tracking, Squarespace, Font Awesome, and more. Explore Lifestyle Freedom, LLC's tech stack below.

  • Google Conversion Tracking
    Advertising Networks
  • Squarespace
    Content Management System
  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • YouTube
    Video Players

Media & News

Lifestyle Freedom, LLC's Email Address Formats

Lifestyle Freedom, LLC uses at least 1 format(s):
Lifestyle Freedom, LLC Email FormatsExamplePercentage
First@lifestylefreedom.comJohn@lifestylefreedom.com
89%
First.Last@lifestylefreedom.comJohn.Doe@lifestylefreedom.com
11%

Frequently Asked Questions

Where is Lifestyle Freedom, LLC's headquarters located?

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Lifestyle Freedom, LLC's main headquarters is located at Sarasota, Florida 34240 United States. The company has employees across 1 continents, including North America.

What is Lifestyle Freedom, LLC's phone number?

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You can contact Lifestyle Freedom, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Lifestyle Freedom, LLC's official website and social media links?

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Lifestyle Freedom, LLC's official website is lifestylefreedom.com and has social profiles on LinkedIn.

What is Lifestyle Freedom, LLC's NAICS code?

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Lifestyle Freedom, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Lifestyle Freedom, LLC have currently?

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As of April 2026, Lifestyle Freedom, LLC has approximately 10 employees across 1 continents, including North America. Key team members include Owner/Cfp®: M. B.Partner: D. F.Client Service Manager: B. F.. Explore Lifestyle Freedom, LLC's employee directory with LeadIQ.

What industry does Lifestyle Freedom, LLC belong to?

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Lifestyle Freedom, LLC operates in the Financial Services industry.

What technology does Lifestyle Freedom, LLC use?

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Lifestyle Freedom, LLC's tech stack includes Google Conversion TrackingSquarespaceFont AwesomejQueryModernizrPHPYoast SEOYouTube.

What is Lifestyle Freedom, LLC's email format?

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Lifestyle Freedom, LLC's email format typically follows the pattern of First@lifestylefreedom.com. Find more Lifestyle Freedom, LLC email formats with LeadIQ.

When was Lifestyle Freedom, LLC founded?

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Lifestyle Freedom, LLC was founded in 2008.

Lifestyle Freedom, LLC

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.

Section iconCompany Overview

Headquarters
Sarasota, Florida 34240 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Lifestyle Freedom, LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Lifestyle Freedom, LLC's revenue is estimated to be in the range of $10M$25M

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