What departments does Lifeworks Advisors have?

Lifeworks Advisors has employees across 2 departments including Finance, Business Development.

What is the largest department at Lifeworks Advisors?

The largest department at Lifeworks Advisors is Finance with 2 employees.

Where are Lifeworks Advisors employees located globally?

Lifeworks Advisors has employees across 1 continents and 2 countries including United States Of America, Canada.

How has Lifeworks Advisors's team size changed over time?

Lifeworks Advisors's team has grown from approximately 36 to 40 employees based on available data.

Lifeworks Advisors Employee Directory

Financial ServicesMichigan, United States51-200 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.

Lifeworks Advisors Global Highlights

North America
44

United States Of America
43
Canada
1

Lifeworks Advisors's Leadership

A. M.
Chief Investment Officer
Mobile Phone
Email
T. H.
Financial Advisor, Cfp®, Chfc®
Mobile Phone
Email
M. Y.
Strategic Growth Partner
Mobile Phone
Email

Lifeworks Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Arts & Design
Community & Social Services
Finance
Other
Branding
Business Development

Contact profiles from Lifeworks Advisors

Name

Title

Contact Info

Location

Last Update

T. H.
Financial Advisor, Cfp®, Chfc®
Mobile Phone
Email
Jun 08, 2026
A. M.
Chief Investment Officer
Mobile Phone
Email
Jun 08, 2026
M. Y.
Strategic Growth Partner
Mobile Phone
Email
Canada
Jul 06, 2026

Frequently Asked Questions

What is Lifeworks Advisors known for?

Lifeworks Advisors was founded in 2016 operates in the Financial Services industry. Explore Lifeworks Advisors's company overview page for more information.

What is Lifeworks Advisors's most common email format?

Lifeworks Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lifeworks Advisors email formats with LeadIQ.

How many employees does Lifeworks Advisors have currently?

Lifeworks Advisors has approximately 51 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Lifeworks Advisors's key employees and leadership?

As of August 2026, Lifeworks Advisors's key employees include:

Chief Investment Officer: A. M.
Financial Advisor, Cfp®, Chfc®: T. H.
Strategic Growth Partner: M. Y.

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Lifeworks Advisors Employee Directory

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