Alex Hilbert
Founder @ Life Story Wealth Planning | Financial Life Planner | Partnering with Families to Build Confident, Flexible, Purpose-Driven Financial Lives
- Role
- Founder at Life Story Wealth Planning
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Alex Hilbert
At Life Story Wealth Planning, I believe your financial life is more than numbers on a page — it’s a story, and you deserve a partner who truly listens.Most advisors offer rigid plans and cookie-cutter advice. I take a different path. I come alongside you to understand your dreams, challenges, and goals — then craft a financial strategy as unique as your journey.Life changes. Markets shift. Goals evolve. That’s why I focus on flexible, adaptive planning that helps you navigate life’s twists and turns with confidence, freedom, and peace of mind.My philosophy is simple:1. Listen to your story2. Craft a personalized, dynamic plan3. Walk the journey with you over timeWhat makes us different? For qualified clients, we waive annual planning fees for life — focusing entirely on your long-term success, not commissions or asset-based fees.Whether you’re planning for retirement, managing investments, or protecting your legacy, I’m here to help you write the next chapter with clarity and care.Let’s make your financial story one worth living.
Experience
Founder
Dec 2024 — Present · Scottsdale, AZ, US
Life Story Wealth Planning is the brain child of more than a decade of learnings from exposure to the inner workings of multiple firms, funds, and regulatory regimes. Clients want and deserve a level of service most firms are unprepared to give. Misaligned incentives often keep the advisor and client on opposite sides of the table. Life Story is all about restructuring the client advisor relationship in a way that empowers advisors to do their best work and realigning company incentives with client outcomes.At Life Story, we want to know,\"What is your story?\"
Education
Bob Jones University
B.A., Bible, Speech
2004 — 2009
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