LIFEWAY FINANCIAL CORPORATION
SEC RegisteredLife Moves Pretty Quickly
About the firm
Lifeway Financial Corporation provides financial planning and investment management services to individuals and family groups on a personal, fee-only basis. The firm takes a fiduciary approach and is paid only by its clients. By creating a safe environment where clients can learn, think, evaluate, process, and commit to action, they aim to make a meaningful difference.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment management services, including retirement planning, investment strategy, insurance planning, estate planning, tax planning, education planning, cash flow analysis, net worth analysis, business planning, and risk management. Services are structured in an initial comprehensive planning phase and an ongoing periodic planning review phase, offered on a fee-only basis.
Who they serve
Individuals and family groups
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 86 | $38M |
| High Net Worth Individuals | 82 | $314M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2.5M | 0.80% |
| $2.5M to $5M | 0.60% |
| Above $5M | 0.40% |
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LIFEWAY FINANCIAL CORPORATION has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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