Lifetime Wealth Strategies

What Lifetime Wealth Strategies does

Lifetime Wealth Strategies is a privately held, fee-based financial advisory firm founded in 2009, headquartered in Louisville, Kentucky with a secondary office in Jeffersonville, Indiana. The firm delivers comprehensive financial planning, investment management, sustainable (ESG) investing, risk management, insurance planning, and business-owner succession planning to individuals, families, and small business owners across the Kentucky/Indiana region. It operates a team-based advisory model with four Managing Partners (Scott Sells, Jeremy Sickles, Adam Coop, Evan Thurmond) and additional credentialed advisors holding CFP®, RICP®, CLTC™, BFA™, and MBA designations, supported by operations, client services, and office management staff (11 team members in total).

The firm's core methodology is its proprietary BoKEH (Balance of Knowledge Empowerment and Happiness) Formula, used as a client-engagement framework. Operational technology is built on third-party platforms eMoney (financial planning) and NetX (portfolio management), with no proprietary software or AI components disclosed. Content and resources include a blog, Calculator Library, and Client Downloads area. Distribution is regional and primarily referral-driven via a Tell a Friend program, supplemented by content marketing and community involvement.

Revenue is generated through fee-based advisory services, with securities offered through IFP Securities, LLC and investment advice through IFP Advisors, LLC (dba Independent Financial Partners), both FINRA/SIPC member entities. Pricing is not publicly disclosed and follows an annual billing cadence under a quote-based engagement model. The firm is owner/partner-managed with no institutional, venture, or private-equity ownership disclosed.

Name

Lifetime Wealth Strategies

Legal name

Lifetime Wealth Strategies

Website

https://lifetimewealthstrategies.net

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Lifetime Wealth Strategies is a privately held, fee-based financial advisory firm in Louisville, KY and Jeffersonville, IN providing comprehensive planning, ESG investing, risk management, and succession planning to individuals, families, and business owners in the Kentucky/Indiana region via a team-based advisor model.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industries

Sustainable/ESG Equity (Active) (FSAAAIAM), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Financial planning services
• Wealth management advisory
• Retirement planning
• Investment management
• Estate planning services

Headquarters

HQ city

Louisville

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Financial Advisory Fees: Fee-based financial advisory services where securities are offered through IFP Securities, LLC (Independent Financial Partners) and investment advice through IFP Advisors, LLC, a Registered Investment Advisor. Revenue is generated through advisory fees for comprehensive financial planning, investment management, and related services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Lifetime Wealth Strategies is an independent financial advisory firm that delivers comprehensive, personalized financial planning and wealth management services to individuals, families, and business owners. Its core offering combines ongoing financial planning, disciplined investment management, sustainable (ESG) investing, risk and insurance planning, retirement and estate planning, and business-owner succession planning, all delivered through a team-based advisory model using its proprietary BoKEH (Balance of Knowledge Empowerment and Happiness) planning methodology.

Product overview

Lifetime Wealth Strategies is a financial advisory firm offering comprehensive planning services through multiple core product areas: Planning, Sustainable Investing (ESG), Risk Management, Disciplined Investment Strategies, Insurance Planning, and Planning for Business Owners. The firm uses its proprietary BoKEH Formula (Balance of Knowledge Empowerment and Happiness) as a core planning methodology. Additional resources include a Calculator Library and educational blog content. The firm is structured as a team-based advisory practice with multiple certified financial planners and advisors serving individuals and business owners in the Louisville, KY and Jeffersonville, IN areas.

Differentiator

Problem solved

Functional benefit

Products and services

• Planning Comprehensive personalized financial planning services designed to help clients understand their current financial picture and build strategies for their future vision, delivered by the firm's team of advisors.
• Sustainable Investing Values-based ESG (Environmental, Social, Governance) investing approach that aligns investment portfolios with client values.
• Risk Management Financial risk management services focused on protecting and insuring against risks as clients view them, including portfolio risk assessment and mitigation strategies.
• Disciplined Investment Strategies Investment management approach focused on long-term strategy, asset allocation, and maintaining disciplined portfolios through market volatility.
• Insurance Planning Long-term care and insurance planning services to help protect clients and their families from financial consequences of longevity and unexpected events.
• Planning for Business Owners Specialized financial planning services for business owners including business succession planning and exit strategies.

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• IFP Securities, LLC (dba Independent Financial Partners)coreChannel Partner/ Reseller/ DistributorSecurities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. This is a standard broker-dealer relationship common in the financial advisory industry for regulatory compliance and securities execution.
• IFP Advisors, LLC (dba Independent Financial Partners)coreChannel Partner/ Reseller/ DistributorInvestment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. This partnership provides the regulatory framework for providing investment advisory services.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Edelman Financial Engines: Edelman Financial Engines is one of the largest independent RIAs in the U.S., offering financial planning and investment management to mass-affluent and HNW households. Comparable to LWS in the comprehensive financial planning and investment advisory value proposition, but operates nationally with significantly more scale and a hybrid advisor-plus-digital delivery model.
• Mercer Advisors: Mercer Advisors is a national RIA offering comprehensive wealth management, tax, estate, and investment services to HNW individuals and families. Comparable to LWS in providing a team-based, planning-centric service model with multiple specialty advisors, though operating at much greater scale across many U.S. markets.
• Creative Planning: Creative Planning is a nationally recognized RIA offering comprehensive financial planning, investment management, tax, and estate services to high-net-worth individuals and business owners. Comparable to LWS in offering a full-service, team-based advisory model for successful professionals and business owners with planning-focused methodology.
• Carson Group (Carson): Carson is a large RIA platform and partnership network serving independent financial advisors across the U.S. with technology, compliance, and investment resources. Comparable to LWS as both operate in the independent/RIA channel serving mass-affluent to HNW clients, though Carson operates at significantly greater scale through a partnership-of-firms model rather than a single practice.
• Wealth Enhancement Group: Wealth Enhancement Group is an RIA platform that acquires and partners with independent wealth management firms across the U.S. Directly comparable to LWS in business model (comprehensive financial planning for individuals and business owners) and as a potential acquirer/aggregator of independent RIA firms like LWS.
• Sanctuary Wealth: Sanctuary Wealth is a partnership network of high-net-worth advisors providing wealth management, investment, and planning services. Comparable to LWS as both serve HNW clients through a team-based, comprehensive planning model, with Sanctuary providing the platform/resources layer that independent firms like LWS access through affiliations.
• Focus Financial Partners: Focus Financial Partners is a leading partnership of independent wealth management firms, providing capital, technology, and compliance resources to RIAs. Comparable to LWS as both operate in the independent RIA channel serving HNW clients; Focus is a potential acquirer/affiliation partner for firms like LWS seeking growth capital or exit liquidity.

Direct peers

• Moneta Group: Moneta is an employee-owned RIA serving HNW individuals, families, and business owners with comprehensive financial planning, investment management, and tax services. Highly comparable to LWS in target market (successful professionals and business owners), team-based partnership structure, and full-service advisory delivery—often cited as a model for mid-sized independent RIAs.
• Buckingham Strategic Wealth: Buckingham is an RIA firm providing evidence-based financial planning and investment advisory services to successful professionals and business owners. Highly comparable to LWS in target clientele (mass-affluent/HNW professionals), planning-led service model, and emphasis on fiduciary advice over product sales.
• Beacon Pointe Advisors: Beacon Pointe Advisors is a multi-office RIA providing comprehensive financial planning and investment advisory services to HNW individuals and families. Comparable to LWS in service breadth (planning, investments, estate, risk management) and client focus on successful professionals and business owners, with comparable team-based advisor model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/lifetime-wealth-strategies
• Xx.com/LWSadvising

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lifetime Wealth Strategies