Do you remember the moment you realized what truly mattered most in your life? For me, that moment came early in my career. I discovered a passion for helping families and individuals navigate complex financial decisions—not just to grow wealth, but to create lives filled with meaning, security, and purpose. It wasn’t about chasing numbers; it was about celebrating dreams fulfilled, futures secured, and legacies built with intention.

This calling led me into the world of financial advising. At first, I felt pride in helping clients achieve their goals. But as time passed, I began to notice a disconnect between the firm’s priorities and my own. My clients needed personalized, values-driven strategies to meet their unique aspirations, but the system wasn’t designed to deliver that. Instead, it often rewarded salesmanship over true service.

Then, in 2013, my life changed forever. My wife passed away at a young age, and I was left raising my young children alone. Navigating that immense loss while trying to care for my family gave me a profound understanding of how fragile life can be—and how essential it is to have a strong, holistic financial foundation. It was during those challenging years that I found the inspiration to create something different.

I wanted to build an advisory firm that truly took care of its clients, not just financially but in a much deeper, more comprehensive way. I sought out firms that aligned with this vision, interviewing and working with several along the way. Yet time and again, I found the same limitations—systems that were not designed with the client’s best interests at heart.

That’s when I knew: if I couldn’t find the ideal firm, I’d have to create it. Drawing on the lessons of my personal journey and the support of trusted partner firms in investments and insurance, I founded Lifepath Advisors.

In 2019, Lifepath was born with a clear mission: to provide clients with holistic, values-driven financial planning that supports every aspect of their lives. This isn’t just about managing wealth; it’s about honoring what truly matters—family, purpose, and the future we all aspire to build.

Lifepath isn’t just a financial advisory firm; it’s a promise. A promise to walk alongside you through life’s highs and lows, to provide clarity and confidence, and to help you design a life that reflects your deepest values. Together, we can create something truly extraordinary—because at Lifepath, it’s always about more than money. It’s about life.

If you’re ready to work with advisors who are as invested in your future as you are, we’d be honored to help you craft a financial strategy as unique as your dreams.

Here’s to building a future filled with purpose and joy,

Allen Freeman