We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

Integrity, leadership and service are the hallmarks of LifeMark’s philosophy and business model. Founded in 1983, LifeMark is a nationally registered broker/dealer and SEC registered RIA, providing a “best in class” array of products and services to independent financial advisors. LifeMark’s principals are nationally recognized industry leaders and experts who regularly lecture, opine, and consult on sales practices, industry standards and regulatory matters. 

Beyond common rhetoric, LifeMark’s ethos places the interests of its public customers first while supporting its financial advisors in their ability to deliver objective and personalized financial planning services, through the utilization of advanced financial planning software. Leveraging sophisticated technology and a comprehensive approach, advisers can provide deeper insights to solving client's most challenging issues. Individual plans are based on a client's specific and unique circumstance, addressing a single concern or the most complex planning issues.

Examples of this unique corporate ethos can be seen throughout its 30 year history. Notably, in 2008 LifeMark became the first broker/dealer to eliminate its Pre-Dispute Arbitration Agreement as a prerequisite to opening an account with the firm. Again, in 2013, LifeMark became the first broker/dealer to implement firm-wide training on the new GFS® (Global Financial Steward) curriculum which fully integrates the subjects of fiduciary responsibility, leadership and stewardship.

LifeMark clears its general securities trading through National Financial Services LLC, a subsidiary of Fidelity Investments.