longevity financial group
The Longevity Financial Group is a private, founder-led financial advisory practice in Montgomery, Alabama, providing values-based financial planning and VIP programs for women navigating divorce, business exit, retirement, caregiving, relocation, or inheritance.
- Company typePrivate
- Founded2020
- HeadquartersMontgomery, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What longevity financial group does
The Longevity Financial Group is a private, founder-led financial advisory practice headquartered in Montgomery, Alabama. Founded in 2020, it provides values-based, faith-centered financial planning, investment management, and concierge advisory support for women in transition or wealth-building stages. Its stated focus includes women starting over after divorce or loss, business owners considering an exit, people nearing retirement, and women managing inheritance or settlement wealth.
The core offer is the five-program Reclaim & Rise portfolio: Wealth Reclaimed, Business Reclaimed, Rise Through Transition, Retired Empowered, and Inheritance & Settlement Stewardship. The firm also provides workshops, webinars, downloadable resources, and named planning frameworks such as the Life Transition Map, Stewardship Plan, and Relentless Execution Methodology. Its disclosed technology stack uses third-party tools, including RightCapital, AssetMark WealthBuilder, and iPipeline calculators; no proprietary software platform is disclosed.
Distribution is direct and high-touch: prospective clients apply, receive a personalized consultation, and enter tailored engagements, with ongoing relationships and referrals from attorneys, therapists, CPAs, coaches, and estate or family-law professionals. The revenue model is described as recurring, relationship-based advisory services, but public pricing, fees, client count, and revenue are not disclosed. Securities and advisory services use Vanderbilt Financial Group and Vanderbilt Securities infrastructure, while the company's website states that the entities are separate and unaffiliated.
longevity financial group firmographics
Firmographics- Name
- longevity financial group
- Legal name
- The Longevity Financial Group
- Website
- https://longevityplansnow.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- The Longevity Financial Group is a private, founder-led financial advisory practice in Montgomery, Alabama, providing values-based financial planning and VIP programs for women navigating divorce, business exit, retirement, caregiving, relocation, or inheritance.
- Ownership category
- akta.pro rank
longevity financial group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Estate & Legacy Planning Advisory (FSAEAAAG)
- akta.pro secondary industry
- Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD)
Keywords
Where longevity financial group is headquartered
LocationHeadquarters
- HQ city
- Montgomery
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
longevity financial group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure
Revenue model
- Financial Advisory Services: Ongoing financial planning and advisory services for women in life transitions. Services include wealth planning, business exit strategy, retirement planning, and inheritance stewardship through VIP planning experiences. The model appears to be relationship-based with ongoing client engagements.
Go-to-market motion4 records
Distribution channels3 records
Marketing channels5 records
longevity financial group product offering
Product offeringCore offering
The Longevity Financial Group provides faith-centered, values-based financial planning and advisory services exclusively for women navigating major life transitions. The firm sells five tailored VIP Planning Experiences under the "Reclaim & Rise" brand—Wealth Reclaimed, Business Reclaimed, Rise Through Transition, Retired Empowered, and Inheritance & Settlement Stewardship—each combining concierge-level personalized planning with execution support. Securities and advisory services are distributed through an affiliation with Vanderbilt Financial Group (Vanderbilt Securities, LLC), a registered broker-dealer.
Product overview
The Longevity Financial Group operates as a financial advisory firm offering five distinct VIP Planning Experiences under the 'Reclaim & Rise' brand: Wealth Reclaimed (post-divorce/loss recovery), Business Reclaimed (exit planning for business owners), Rise Through Transition (career/caregiving/relocation support), Retired Empowered (retirement preparation), and Inheritance & Settlement Stewardship (legacy management). These experiences are complemented by educational workshops (Reclaim Your Financial Peace, Business Exit Strategies, Navigating Retirement), and exclusive VIP resource access providing proprietary worksheets and planning tools. The firm also provides access to third-party financial calculators (RMD, Net Worth, WealthBuilder, iPipeline insurance analysis) through its resources hub.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- Clients report feeling confident and aligned heading into retirement
- +4 more outcomes
Companies that use longevity financial group
Customer profileNamed customers5 records
Segments5 records
Ideal customer profiles6 records
longevity financial group technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature4 records
longevity financial group partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and supporting.
- Sage Legacy CounselcoreTrusts, Wills, and Estates specialists who partner with The Longevity Financial Group to serve women managing inheritance and settlement wealth. The partnership provides holistic solutions combining legal estate planning with financial stewardship guidance.
- RightCapitalsupportingFinancial planning software platform used for client account management. The company uses RightCapital's co-branded client login portal for client access to their financial accounts and planning tools.
- Vanderbilt Financial Group (Vanderbilt Securities, LLC)coreMarketing name for Vanderbilt Securities, LLC and its affiliates. The Longevity Financial Group operates as a marketing partner using Vanderbilt's broker-dealer infrastructure. Securities offered through Vanderbilt Securities, LLC (Member FINRA, SIPC, Registered with MSRB) and advisory services through Vanderbilt Advisory Services.
- AssetMarksupportingWealth management platform provider whose WealthBuilder Tool is referenced in the Resources section as a personalized, goals-based investment program for building long-term wealth with flexible portfolios and transparent reporting.
- iPipelinesupportingInsurance needs analysis platform whose Life Quotes Needs Analysis calculator is available in the Resources section to help clients evaluate insurance coverage needs for income replacement, legacy protection, or debt coverage.
- Strategic Referral Partner NetworkcoreNetwork of professionals including attorneys, therapists, CPAs, business coaches, estate planners, and family law professionals who serve women navigating life transitions. Partners receive COI toolkit with referral guidelines, client avatar profiles, and VIP experience overviews. They apply through Microsoft Forms partnership application process.
Scale indicators1 record
Recent moves6 records
Expansion highlights6 records
longevity financial group competitors and assessment
Company assessmentDirect peers
- Ellevest: Digital wealth management platform purpose-built for women, offering investment, retirement, and financial planning tailored to women's life and career trajectories. Closest direct comparable by mission, target audience, and transition-focused planning emphasis.
- Facet Wealth: Flat-fee, technology-enabled financial planning firm delivering comprehensive advice to individuals nationwide via remote CFPs. Comparable as a virtual, planning-first RIA competing for the same digitally-engaged mass-affluent clientele.
- Kingdom Advisors: Faith-based community and credentialing body for Christian financial advisors offering values-based planning. Highly comparable along the faith-centered, values-based brand axis even though delivery model differs.
- Modern Wealth: Multi-generational wealth management firm focused on clients in transition (inheritance, liquidity events, career pivots). Comparable by life-transition specialization and concierge planning positioning.
Broad incumbents
- Carson Group: Large RIA and partner-network platform supporting independent financial advisors with technology, compliance, and growth services. Comparable as a scalable partner-channel model serving advisor practices similar in structure to Longevity.
- XY Planning Network: Network of fee-only financial planners serving Gen X and Millennial clients with remote, technology-driven advice. Comparable by mission to serve younger mass-affluent clients with modern planning experiences.
- Edelman Financial Engines: Large independent RIA providing goal-based financial planning and investment management to households across the U.S. Comparable as a planning-led advisory firm serving retirement and life-stage financial decisions.
Emerging players
- Wealthsimple: Digital wealth management and financial planning platform offering automated and advisor-led planning with a strong millennial and female-skewing client base. Comparable as a technology-led advisory targeting similar life-stage planning needs.
Others
- Vanderbilt Financial Group: The broker-dealer and RIA infrastructure partner whose platform Longevity operates under. Included as an ecosystem participant that defines Longevity's regulatory and product distribution ceiling.
- Cetera Advisor Networks: Independent broker-dealer and advisory support platform hosting a network of financial professionals. Comparable as an infrastructure and back-office counterpart enabling small advisory practices to scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
longevity financial group social profiles
Digital presencelongevity financial group financial estimates
Financial estimateRevenue estimate
Valuation estimate
longevity financial group leadership team
Management profileNumber of profiles
Profiles2 records
longevity financial group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
longevity financial group 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 longevity financial group
What does longevity financial group do?
The Longevity Financial Group provides faith-centered, values-based financial planning and advisory services exclusively for women navigating major life transitions. The firm sells five tailored VIP Planning Experiences under the "Reclaim & Rise" brand—Wealth Reclaimed, Business Reclaimed, Rise Through Transition, Retired Empowered, and Inheritance & Settlement Stewardship—each combining concierge-level personalized planning with execution support. Securities and advisory services are distributed through an affiliation with Vanderbilt Financial Group (Vanderbilt Securities, LLC), a registered broker-dealer.
Is longevity financial group a public or private company?
longevity financial group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was longevity financial group founded?
longevity financial group was founded in 2020. It employs 1 to 10 people.
Where is longevity financial group based?
longevity financial group is headquartered in Montgomery, United States, in the North America region.
How does longevity financial group make money?
One revenue line is on record: financial Advisory Services.
Who are longevity financial group's main competitors?
Direct peers on record are Ellevest, Facet Wealth, Kingdom Advisors and Modern Wealth. Broad incumbents are Carson Group, XY Planning Network and Edelman Financial Engines. Wealthsimple is listed as an emerging player. Others are Vanderbilt Financial Group and Cetera Advisor Networks.
Does longevity financial group have an API?
No public API is recorded for longevity financial group.
What industry is longevity financial group in?
longevity financial group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAG, Estate & Legacy Planning Advisory, with a secondary code of FSAEAAAD, Retirement & Pension Planning (401(k)/IRA). Its NAICS code is 523940 and its SIC code is 6282.