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 serves a broad mix of individual and institutional clients — including non‑wealth and high‑net‑worth individuals, trusts, estates, charitable organizations, retirement plans, and businesses — offering discretionary and non‑discretionary wealth management, financial planning, and retirement plan advisory services. The firm also makes financial planning and consulting available on a standalone basis and provides tax preparation and related services through an affiliated tax practice that is billed separately from investment advisory fees. The firm’s investment process combines a planning‑based “tranche” framework and a classic risk‑based approach to construct portfolios, typically using low‑cost, diversified mutual funds and ETFs alongside third‑party managers, individual equities, fixed income, options, and alternatives as appropriate. Lifeworks applies quantitative and fundamental analysis with factor‑based and smart‑beta core equity models (seven model types including a hedged model), may use independent managers for portions of client assets, and employs third‑party artificial‑intelligence tools as decision‑support for research while retaining human oversight. Compared with many multi‑team advisors, Lifeworks maintains closer operational ties to tax and accounting capabilities — including an in‑house tax/preparation entity, referrals and partnerships with outside tax firms, and advisors with accounting credentials — an arrangement that is relatively uncommon among peers. The firm also operates affiliated technology businesses that provide a proprietary client portal and practice support, and it combines that infrastructure with a national multi‑advisor platform (dozens of advisors and offices and roughly $1 billion in AUM) to deliver coordinated advisory, tax, and technology 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.

You can also browse Lifeworks Advisors, LLC's office locations.