Explaining Our Fees

Lifetime Financial is a full-service financial planning and investment management firm founded in 2020 that serves professional households working for the greater good in the DMV area namely in our neighborhood of Takoma Park, Maryland.

We work with our clients on an ongoing basis as we believe it delivers more value and better outcomes. And personally, it provides us the connection with the community important to us.

Lifetime Financial is an independent fiduciary firm keeping our fees well-below Wall Street rates, while providing services they don’t offer.

Some (the best) photos of Takoma Park and us were shot by local photographer, Sam Kittner.