Lifepoint Financial Design

Lifepoint Financial Design is a registered investment advisor based in Salt Lake City, Utah, founded by Michael Metzger. The firm provides personalized investment management and financial planning services tailored to individual goals, time horizons, and risk tolerance. Investment management services are offered on a discretionary basis, meaning Lifepoint Financial Design makes trades on your behalf based on your agreed strategy. In addition to managing portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash, the firm offers comprehensive ongoing financial planning covering retirement, taxes, estate planning, cash flow, education funding, and risk management. Lifepoint Financial Design also partners with third-party providers to facilitate estate planning document preparation. The firm emphasizes long-term investing, asset allocation, and fundamental analysis to help clients maintain purchasing power over time while managing risk.