A complete list of active advisors currently associated with Lifeworks Advisors, LLC

Warmer can help you find a great advisor at Lifeworks Advisors, LLC or one who fits your needs even better.

Lifeworks Advisors is a multi‑team SEC‑registered investment adviser with 39 advisors managing about $966.7 million for roughly 1,772 clients. The firm offers discretionary wealth management, financial planning, retirement‑plan advisory and related services to individuals, high‑net‑worth clients, trusts, charitable organizations, pension/profit‑sharing plans, and businesses, which are service types commonly found among similarly sized multi‑team firms. The firm’s investment process blends a planning‑based tranche approach—allocating nearer‑term cash flows to lower‑risk “tranches” and longer‑term goals to higher‑risk tranches—with a more traditional risk‑based allocation for clients focused on investable assets. Portfolios emphasize low‑cost, diversified mutual funds and ETFs, factor‑based/smart‑beta equity strategies (including a hedged model), and may use independent managers, individual securities, options, and alternative investments; Lifeworks also uses quantitative and fundamental research and third‑party AI tools for decision support and rebalancing. What is distinctive about Lifeworks compared with many peers is the firm’s integration of tax and accounting capabilities: it operates an affiliated tax‑preparation entity and maintains partnerships with outside tax firms and accounting professionals, and some advisors have accounting affiliations — a setup that the brochure identifies as separate, optional services and discusses as a potential conflict to be managed. The firm also notes proprietary client software provided by a parent‑company subsidiary for reporting and client portals, and documents disclosures and supervisory safeguards related to those affiliated services.

To learn more about the advisors currently working at Lifeworks Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.