Mark Gordon Hemenway
Advisor at Lifeworks Advisors, LLC — Danvers, MA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
5 years
Location
Danvers, MA
Lifeworks Advisors, LLC
Multi-team
Mark Hemenway is a CFP® with five years of industry experience, currently serving as a financial advisor at Lifeworks Advisors, LLC. His prior experience includes roles at Bankers Life Advisory Services and Benevento Companies. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses with wealth management, financial planning, and portfolio management services. The firm utilizes both planning-based and risk-based investment approaches, integrates tax and accounting capabilities, and employs a multi-advisor platform managing approximately $1 billion in assets.
Based on Lifeworks Advisors, LLC
Based on Lifeworks Advisors, LLC
Based on Lifeworks Advisors, LLC
Up to 1.50% annually (negotiable) for Wealth Management Services
Advisory Persons may receive commissions from insurance product sales in addition to advisory fees
Fee-only: Fixed fee for financial planning services ranging up to $50,000; fees may be project-based or monthly ongoing fees up to $4,167 per month
Danvers, MA
Danvers MA
Advisors at this office
1
Massachusetts
5 years of industry experience
Lifeworks Advisors, LLC
2023 - Present • 3 years
Danvers, MA
Bankers Life Advisory Services
2020 - 2023 • 3 years
Waltham, MA
Bankers Life Securities
2020 - 2023 • 3 years
Waltham, MA
Bankers Life
2020 - 2023 • 3 years
Waltham, MA
Unemployed
2020 - 2020 • 1 year
Waltham, MA
Benevento Comapanies
2008 - 2020 • 12 years
Wilmington, MA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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