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Helping you live your one life the best way you can.

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    LifeFocus Financial Advisors, LLC

    At LifeFocus Financial Advisors, we give you the Investment Advisor Advantage - that is a disciplined, long-term investment strategy for managing risk and capturing market returns.  Our mission is to provide you with an outstanding investment experience and an advisory relationship built on personal trust and integrity.  LifeFocus is a fee-only investment manager and we feel that by charging an annual fee for our services (rather than a commission to buy or sell investments) our interests are aligned with yours - to increase your portfolio's value.

    Our investment approach is derived from rigorous, on-going academic research by the world's leading financial economists. Using institutional investments, we help you maintain a disciplined strategy that not only is sensible, but is cost effective and tax efficient to develop and maintain.

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    Our real value comes from helping you find the confidence that you will be able to achieve your life goals so you can live your one life the best way you can.​ 

    Learn about the services we offer.

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    Financial Planning

    Assistance in planning and maintaining the course.
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    Tax Management

    Avoiding taxing experiences.
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    Portfolio Management

    Helping clients achieve their objectives.
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    Disclosures
    ADV Part 2A
    ​LifeFocus Financial Advisors, LLC
    420 Wellington Ave, Suite 101
    Walla Walla, WA  99362
    509-526-4521
    [email protected]
    • Home
    • About
    • Services
      • Financial Planning
      • Tax Management
      • Portfolio Management
    • Money Manna
    • Contact
    • Login
      • Fidelity
      • TD Ameritrade
    • Retirement Guides
      • PERS
      • FF
      • PO
      • DCP
      • 11 Tax-Smart Moves