Lifeworks Advisors

Financial ServicesMichigan, United States11-50 Employees

Lifeworks Advisors operates as an independent registered investment advisor paired with a technology-focused firm designed to tackle the principal challenges facing wealth advisory practices. It sits at the intersection of wealth management and fintech, aiming to transform traditional wealth management models by delivering personalized solutions to advisory practices and their clients through its software platform. The company is building a digital ecosystem anchored to a common data model that aligns the client experience with back-office functions such as clearing, custody, compliance, and account management.

Based in Kentwood, Michigan, Lifeworks Advisors serves independent advisory practices and individual clients within the financial services industry. The firm is supported by Marty Bicknell and a team of industry leaders. Its approach emphasizes integrating technology with advisory services to provide modern, connected wealth management capabilities.

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