RETURN ON LIFE WEALTH PARTNERS
SEC RegisteredYour Life. Your Money. Your Way.
About the firm
Return on Life Wealth Partners is an SEC-registered investment adviser operating under the Return on Life® philosophy, which takes a holistic approach to wealth management focused on helping clients pursue personal fulfillment beyond financial metrics. The firm helps clients optimize their financial resources in pursuit of their individually defined Return on Life® through ongoing financial stewardship. Investment advisory services are offered through Planned Financial Services, LLC, dba Return on Life Wealth® Partners.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers investment management, comprehensive financial planning, tax planning, estate and legacy planning, Complete Family Office (CFO)®, Personal CFO™, STAR®, DivorceRight®, Balancing Act™ bill management, family continuity, business exit planning, buy-sell agreements and funding, 401(k) Prosperity®, health insurance, property/casualty/liability insurance, CPA/attorney/bank introductions, mortgage funding and other lending options, trust administration, valuation, and M&A/buy-sell services.
Who they serve
Business owners, wealth creators, and individuals seeking private wealth management who desire a life well lived.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 167 | $70M |
| High Net Worth Individuals | 88 | $343M |
| Charitable Organizations | 29 | $60M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of February 25, 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. RETURN ON LIFE WEALTH PARTNERS 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.
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