About Us
Empowering your financial journey with personalized guidance and performance-driven strategies.
Deep Dive into the Philosophy
At Life Story Wealth Planning, we don’t sell financial products — we build lifelong partnerships. Every client relationship is a shared journey, not a transaction. We understand that your goals, dreams, and circumstances are deeply personal, and they deserve a strategy that evolves with you.
We believe financial planning should be rooted in trust, guided by partnership, and focused on real-life outcomes. That means offering more than cookie-cutter advice or generic roadmaps. We provide ongoing support, open communication, and adaptive strategies that move with your life — not in spite of it.
Meet the Founder
Get to know the visionary behind our wealth planning approach.
Meet Alex Hilbert
Founder & Financial Advisor
At Life Story Wealth Planning, Alex Hilbert approaches investing with a simple belief: your journey deserves more than a one-size-fits-all plan. While many advisors tell clients to “just stick to the plan” no matter what, Alex believes that real-life financial planning requires flexibility, responsiveness, and thoughtful navigation.
Like driving a car, successful investing isn’t about flooring the gas and holding the wheel straight — it’s about knowing when to accelerate, when to slow down, and when to change lanes to avoid unnecessary risks. Markets change. Life changes. Goals evolve.
Alex partners with his clients to craft an investment strategy that adapts alongside their unique story — not one locked into outdated formulas or rigid paths. Whether it’s taking the road less traveled or exploring a new route entirely, Alex helps guide clients toward their destination with care, wisdom, and proactive decisions.
Because your financial journey isn’t just about staying the course — it’s about writing a story worth living.
Your Dedicated Team, Visualized
Working with us means having a dedicated advisor supported by an internal team of financial professionals, analysts, and client care experts. This structure ensures that you receive both personal attention and the depth of a well-rounded team behind every decision and action.
Our Core Belief
Your financial plan should reflect your story—your values, aspirations, and dreams—not just numbers on a sheet.
Driving Change
We exist to bridge the gap between what clients need and what traditional firms provide, ensuring your story shapes your financial future.
Passion Is what drive us
We’re not just determined about doing great work. We also love doing it.
Modern Tools - Simplified Planning.
At Life Story, we blend smart technology with clear communication to make financial planning easier, more transparent, and accessible—no matter where you are. Whether you’re managing millions or planning your legacy, we simplify the complex so you can focus on what matters most.
Nationwide Video Access
We use secure video conferencing to work with clients across the country, offering the same personalized service without the need for in-person meetings. Wherever you live, you’ll get expert guidance—face to face, on your terms.
One-Page Quarterly Summaries
Forget the jargon and spreadsheets. Every quarter, we deliver a concise one-page summary that shows your financial progress, investment performance, and upcoming priorities. It’s your entire plan—clear, actionable, and easy to understand.
