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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-22-2010
- Office Locations
- 3
Office Locations
About Lifesteps Financial
LifeSteps Financial is a California-based RIA delivering coordinated, multi-family office-style wealth management with a hospitality approach for business owners and families. The team integrates financial planning with tax planning and business succession support, aligning investments across ETFs, public funds and fixed income. Operates as a fiduciary, fee-only firm—no commissions or kickbacks.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
HENRY MILTON FORD JR
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Senior Advisor
- CRD
- #2697895
- Ownership
- 75% or more
ERIC VINCENT ROSS BERGQUIST
Chief Financial Officer, Paraplanner
- CRD
- #6520202
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JORDEN HENRY BASTIEN
Financial Advisor, General Partner
- CRD
- #6064289
M'Lissa Ann Brillhart
Financial Planner
- CRD
- #7220761
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $341,006,958 | $465,221 |
| Non-Discretionary | $101,716,538 | $222,089 |
| Total | $442,723,496 | $371,724 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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