longevity financial group

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.

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

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

• Financial planning services
• Wealth management advisory
• Business exit planning
• Retirement income planning
• Inheritance stewardship advisory

Headquarters

HQ city

Montgomery

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. 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

Core 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

Named customers5 records

Segments5 records

Ideal customer profiles6 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature4 records

Partnerships

Six partnerships are on record, tiered core and supporting.

• Sage Legacy CounselcoreStrategic or Co-development PartnerTrusts, 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.
• RightCapitalsupportingTechnology or IntegrationFinancial 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)coreGTM or Marketing PartnerMarketing 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.
• AssetMarksupportingTechnology or IntegrationWealth 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.
• iPipelinesupportingTechnology or IntegrationInsurance 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 NetworkcoreStrategic or Co-development PartnerNetwork 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

Direct 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

• LinkedInlinkedin.com/company/longevityplansnow

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 longevity financial group