Life Management Advisors
Life Management Advisors is a Jacksonville Beach, Florida-based daily money management and life management services firm founded in 2002, providing weekly in-home visits, bill payment, care coordination, and fiduciary services to elderly clients and their families in the Jacksonville metro.
- Company typePrivate
- Founded2002
- HeadquartersFernandina Beach, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Life Management Advisors does
Life Management Advisors, Inc. is a privately held professional services firm founded in 2002 and headquartered in Jacksonville Beach, Florida, that provides personalized daily life management services primarily to elderly individuals and their families. The firm's core offering is a high-touch, customized service in which a dedicated client advisor, capped at a maximum of 20 clients, conducts weekly in-home visits to evaluate living conditions, pay bills, manage budgets, organize financial and estate records, coordinate with the client's attorney, CPA, insurance and investment advisors, reconcile medical and insurance claims, arrange in-home care, assisted living, or nursing home placement, and act as a fiduciary including power of attorney and trustee roles. An optional Successor-Survivor Package formalizes the client's information into a binder and USB for heirs or trustees.
The firm operates a B2C model supplemented by a B2B2C referral channel, sourcing clients through attorneys, CPAs, insurance and investment advisors, trust officers, home health agencies, doctors, guardians, senior housing communities, nursing homes, geriatric care managers, and word-of-mouth from out-of-town or time-constrained family members. It holds memberships in the American Association of Daily Money Managers and the Florida State Guardianship Association. The team consists of five people: founder and President Heather Bayfield (former SunTrust Trust Officer and Merrill Lynch financial consultant), two client advisors, an office manager, and a bookkeeper, with additional office locations in Ortega and World Golf Village within the Jacksonville metro.
The firm's business model is fee-for-service professional services; pricing is not publicly disclosed and is described as customized to client needs. There are no technology platforms, mobile applications, or AI components — the service is delivered through in-person visits and direct staff labor. A sister company, Care Management Advisors (caremanagementadvisors.com), provides in-home companion services and is operated by the same founder, extending the firm's service line into non-financial caregiving. The firm has not raised outside equity and remains founder-led.
Life Management Advisors firmographics
Firmographics- Name
- Life Management Advisors
- Legal name
- Life Management Advisors, Inc.
- Website
- https://lifemanagementadvisors.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Life Management Advisors is a Jacksonville Beach, Florida-based daily money management and life management services firm founded in 2002, providing weekly in-home visits, bill payment, care coordination, and fiduciary services to elderly clients and their families in the Jacksonville metro.
- Ownership category
- akta.pro rank
Life Management Advisors industry classification
Industry- Product category
- Daily Money Management and Personal Life Management Services
- NAICS
- Services for the Elderly and Persons with Disabilities (624120)
- SIC
- Services-Management Services (8741)
- akta.pro industry
- Household Management & Lifestyle AdministrationChronic Care & Complex Care ManagementHome & Personal Services/Elder Care & In-Home Care Services/Care Coordination & Geriatric Care ManagementBenefits, Insurance & Entitlement Navigation (Medicare/Medicaid/VA/LTC)Home & Personal Services/Elder Care & In-Home Care Services/Care Coordination & Geriatric Care Management
Keywords
Where Life Management Advisors is headquartered
LocationHeadquarters
- HQ city
- Fernandina Beach
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Life Management Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Life Management Services: Ongoing professional services for managing daily life tasks, bill payment, budget management, record keeping, coordination with advisors, and in-home care arrangement. Services provided through dedicated client advisors who conduct weekly home visits.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Life Management Advisors product offering
Product offeringCore offering
Life Management Advisors provides personalized life management and daily money management services to individuals who need help managing day-to-day tasks. Services include weekly home visits, bill payment and budget management, financial record organization, coordination with attorneys, CPAs, insurance and investment advisors, in-home care arrangement, and fiduciary services (power of attorney and trustee services). Each client is served by a dedicated consultant responsible for no more than 20 clients, ensuring individualized, high-touch service.
Product overview
Life Management Advisors operates as a single unified service rather than a platform-plus-modules architecture. The core offering is a personalized life management service where experienced consultants assist individuals with daily tasks including bill management, budget coordination, weekly home visits, care arrangements, and fiduciary services. The company maintains a strict client-to-consultant ratio of no more than 20 clients per advisor. A related sub-brand, Care Management Advisors, provides in-home companion services. An optional add-on is the Successor-Survivor Package, which delivers a comprehensive information binder and USB documenting all client details needed for future estate or care management.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- Limited to 20 clients per consultant ensures personalized service
Companies that use Life Management Advisors
Customer profileNamed customers6 records
Segments3 records
Ideal customer profiles3 records
Life Management Advisors technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Life Management Advisors partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- Care Management AdvisorscoreSister company providing in-home companion services. Care Management Advisors complements Life Management Advisors' financial and administrative services with companion care offerings. Operated by the same founder, Heather Bayfield.
- American Association of Daily Money ManagersminorProfessional membership organization for daily money managers. Life Management Advisors is a member of this national organization.
- Florida State Guardianship AssociationminorProfessional membership organization for guardians in Florida. Life Management Advisors maintains membership in this state organization.
Scale indicators2 records
Recent moves5 records
Expansion highlights3 records
Life Management Advisors competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Life Management Advisors social profiles
Digital presenceLife Management Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Life Management Advisors leadership team
Management profileNumber of profiles
Life Management Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Life Management Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Life Management Advisors
What does Life Management Advisors do?
Life Management Advisors provides personalized life management and daily money management services to individuals who need help managing day-to-day tasks. Services include weekly home visits, bill payment and budget management, financial record organization, coordination with attorneys, CPAs, insurance and investment advisors, in-home care arrangement, and fiduciary services (power of attorney and trustee services). Each client is served by a dedicated consultant responsible for no more than 20 clients, ensuring individualized, high-touch service.
Is Life Management Advisors a public or private company?
Life Management Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Life Management Advisors founded?
Life Management Advisors was founded in 2002. It employs 1 to 10 people.
Where is Life Management Advisors based?
Life Management Advisors is headquartered in Fernandina Beach, United States, in the North America region.
How does Life Management Advisors make money?
One revenue line is on record: life Management Services.
Does Life Management Advisors have an API?
No public API is recorded for Life Management Advisors.
What industry is Life Management Advisors in?
Life Management Advisors's product category is Daily Money Management and Personal Life Management Services. Its primary akta.pro industry code is HSACAIAC, Household Management & Lifestyle Administration, with a secondary code of HSABAIAD, Chronic Care & Complex Care Management. Its NAICS code is 624120 and its SIC code is 8741.