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Michael F
CFP®, Series 65
Columbia, SC
Lifeworks Advisors, LLC
Michael Forney is a CFP® and Series 65-licensed advisor with four years of industry experience. He is currently with Lifeworks Advisors, LLC and has worked at multiple financial firms including Ameriprise Financial Services and Newfront Retirement Services. Forney’s background includes roles in both financial planning and advisory services. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses with wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs planning-based and risk-based investment processes utilizing a range of models that combine low-cost funds, individual securities, options, and third-party managers, supported by tax and accounting capabilities and proprietary technology.
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