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Mark Gordon Hemenway

Advisor at Lifeworks Advisors, LLC — Danvers, MA

Updated today

Credentials

CFP®, Series 66

Experience

5 years

Location

Danvers, MA

Lifeworks Advisors, LLC logo

Lifeworks Advisors, LLC

Multi-team

Total advisors

43

Across 33 offices

Clients per advisor

41 Low

Avg AUM per client

$506,000 Typical

HNW client ratio

25% Typical

About

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.

Client services

Based on Lifeworks Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Lifeworks Advisors, LLC

Factor investing / smart beta Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses

Occupation focus

Based on Lifeworks Advisors, LLC

Founder/Business Owner Executive Financial Professional

Demographic focus

Based on Lifeworks Advisors, LLC

Established Professionals

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Fee options

Percentage

Up to 1.50% annually (negotiable) for Wealth Management Services

Commissions

Advisory Persons may receive commissions from insurance product sales in addition to advisory fees

Other

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

Location

See office

Danvers, MA

Danvers MA

Advisors at this office

1

Most active in

Massachusetts

Work history

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

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quentara C

CFP®

North Andover, MA

Powwow, LLC

For years Quentara was the unexpected primary caregiver for her father who was diagnosed with Alzheimers. During his transition she continued to work, buy a house, get married, and start a family. She founded Powwow with the intent of helping other families prioritize their goals that are often neglected due to the in-the-moment demands of kids and aging parents. Powwow is fee-for-service, meaning a family's net worth, relationships, goals, and concerns are discussed and illustrated without the need to invest assets or purchase product. If you have questions related to every day goals, elder care transition, and kids you've come to the right place. Quentara has been featured in numerous publications, including NerdWallet, CBS MoneyWatch, and Financial Planning Magazine. She has also been invited to present on financial planning and elder care topics throughout Massachusetts. Follow her on social media and reach out to schedule a free consultation.

Elder care planning Caretaker Gen X (Born 1965-1980)
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Ali S

Series 65

Wilmington, MA

SIAHKAMARI Capital

Ali Siahkamari is the principal of Siahkamari Capital and holds a Series 65 credential. He has experience working at Fidelity Investments, JPMorgan Chase & Co, and Dell Technologies. He also has a background in quantitative development and data science and holds a Ph.D. Outside of his advisory role, he is licensed as a real estate agent, though this activity is separate from his financial advisory work. Siahkamari Capital is a state-registered investment adviser serving individuals and high-net-worth clients through discretionary portfolio management. The firm uses a combination of quantitative models and fundamental analysis to guide investment decisions and conducts quarterly account reviews with tailored portfolio strategies based on each client’s financial situation and risk tolerance.

Active portfolio management
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Robert L

Series 65

Arlington, MA

Aztec Capital LLC

Robert Lang is a financial advisor at Aztec Capital LLC in Arlington, MA, holding a Series 65 designation with 13 years of industry experience. He has been involved with TheStreet.com and Realmoneypro.com since 2012 and operates Explosiveoptions.net, an educational site for option traders that includes a chat room and spread trading service. Aztec Capital serves individual clients, small businesses, institutions, and charitable organizations with discretionary portfolio management focused on equity options and related derivatives. The firm employs technical analysis and risk control strategies, offering individualized investment approaches and maintaining regular account reviews.

Options & derivatives strategies Active portfolio management
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Newton S

Series 63, Series 65

Reading, MA

MS Financial Services, LLC

Newton Spurr is a financial advisor with MS Financial Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with MS Financial Services since 2012 and is also a partner at Spurr & Spurr, LLP, a tax and accounting firm. Spurr dedicates part of his professional time to managing tax and accounting matters through this firm. MS Financial Services, LLC provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes fundamental analysis and a long-term investment approach with customized policy statements and strategic asset allocation, managing approximately $45 million in client assets.

Wealth management
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Brian H

CFP®

Medford, MA

Hennessy Financial Services

Brian Hennessy is a CFP® professional with 14 years of industry experience. He is the principal and owner of Hennessy Financial Services in Medford, MA, and has worked concurrently at Stage Harbor Financial, LLC since 2018. He has prior experience at Mass General Hospital and holds a Notary Public designation in Massachusetts. Hennessy Financial Services is an SEC-registered, single-advisor firm providing discretionary portfolio management to individuals, high-net-worth clients, and institutional accounts. The firm creates customized investment strategies based on clients’ objectives and risk tolerance, primarily focusing on equities, corporate debt, and mutual funds, and manages roughly $13.2 million in discretionary assets.

General retirement planning
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Peter K

Series 65

Marblehead, MA

Kempthorne Analytics, Inc

Peter Kempthorne is the sole advisor at Kempthorne Analytics, Inc., an independent firm based in Marblehead, MA. He holds a Series 65 designation and has 19 years of industry experience. Kempthorne has been with Kempthorne Analytics since 1992. In addition to advisory work, he is involved in academic teaching and statistical expert consulting, including university lecturing and courtroom expert testimony. Kempthorne Analytics primarily serves individual investors, as well as corporations, trusts, and retirement plans. The firm employs quantitative and statistical methods for managing equity and fixed-income portfolios using ETFs, mutual funds, and common stocks, with an emphasis on modern portfolio theory. It offers discretionary investment supervisory services through two distinct programs tailored to individual risk tolerance, combining sector-based allocation and systematic multi-model diversification. The firm also maintains commodity futures regulatory registrations and qualifications, though it does not currently trade futures.

Active portfolio management Passive / index investing
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