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Mark Gordon Hemenway

Lifeworks Advisors, LLC

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About Mark Gordon Hemenway

Mark Gordon Hemenway is a financial advisor with Lifeworks Advisors, LLC. Mark has been in the industry since 2008. He is a Certified Financial Planner and holds the Series 7TO and Series 66 licenses. Mark is currently registered in Massachusetts as an Investment Advisor Representative (IAR). Mark has a diverse experience in the financial services industry, having worked with several companies including Benevento Companies and Bankers Life. Mark specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, and retirement plans. He is committed to providing personalized and comprehensive financial solutions to his clients.

Firm Information

Mark Hemenway is currently registered with Lifeworks Advisors, LLC. Lifeworks Advisors, LLC is an investment advisory firm based in Grand Rapids, Michigan. They provide financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They serve a diverse range of clients including individuals, high-net-worth individuals, pension plans, and charitable organizations. They have over $421 million in assets under management and are registered with the SEC.
Lifeworks Advisors, LLC

4095 PARK EAST CT.

GRAND RAPIDS, MI 49546

$421.83M

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Hemenway’s Registration & Firm History

MA

12/21/2023 - Present

Lifeworks Advisors, LLC (Danvers MA)

MA

12/03/2020 - 12/15/2023

BANKERS LIFE SECURITIES, INC. (Waltham MA)

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Licenses & Designations

BOTH

Issued 11/04/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/03/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/25/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Gordon Hemenway.
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